Courier Capital’s Parker-Hannifin PH Stock Holding History

Courier Capital’s Portfolio PH Stock Details PH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-421	Closed	-$268K	–	382
2024 Q4	$268K	Hold	421	–	–	0.02%	317
2024 Q3	$266K	Buy	421 +2	+0.5%	+$1.14K	0.02%	310
2024 Q2	$212K	Hold	419	–	–	0.02%	325
2024 Q1	$233K	Sell	419 -20	-5%	-$10.2K	0.02%	330
2023 Q4	$202K	Buy	+439	New	+$183K	0.02%	348
2023 Q3	–	Sell	-922	Closed	-$360K	–	357
2023 Q2	$360K	Sell	922 -5	-0.5%	-$1.69K	0.03%	281
2023 Q1	$312K	Hold	927	–	–	0.03%	223
2022 Q4	$270K	Sell	927 -117	-11%	-$33.5K	0.03%	245
2022 Q3	$253K	Hold	1,044	–	–	0.03%	240
2022 Q2	$257K	Hold	1,044	–	–	0.03%	242
2022 Q1	$296K	Buy	1,044 +25	+2%	+$7.54K	0.03%	242
2021 Q4	$324K	Sell	1,019 -328	-24%	-$101K	0.03%	233
2021 Q3	$377K	Hold	1,347	–	–	0.04%	219
2021 Q2	$414K	Sell	1,347 -3	-0.2%	-$929	0.04%	207
2021 Q1	$426K	Hold	1,350	–	–	0.04%	199
2020 Q4	$368K	Sell	1,350 -112	-8%	-$27.7K	0.04%	202
2020 Q3	$347K	Hold	1,462	–	–	0.04%	196
2020 Q2	$268K	Buy	+1,462	New	+$236K	0.03%	228

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Courier Capital's PH Position: Q1 2025 in Review

Courier Capital sold out of Parker-Hannifin (PH) in Q1 2025, closing a stake of 421 shares — an estimated $268K sold.

Courier Capital first reported a position in PH in Q2 2020 and held it in 18 quarters. The position peaked at $426K in Q1 2021. 1,597 funds tracked by Wall St. Rank hold PH as of Q1 2025.

Courier Capital reported no remaining Parker-Hannifin position as of Q1 2025 after selling out during the quarter.
Courier Capital sold 421 Parker-Hannifin shares in Q1 2025, an estimated $268K.
Courier Capital first reported a position in Parker-Hannifin in Q2 2020 and held it in 18 quarters.
Courier Capital's Parker-Hannifin position peaked at $426K in Q1 2021.
1,597 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Courier Capital's 13F filing for Q1 2025, filed 14 Apr 2025.