Daniel Loeb’s Parker-Hannifin PH Stock Holding History

Daniel Loeb’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
2014 Q4	–	Sell	-1,288,300	Closed	-$147M	–	50
2014 Q3	$147M	Buy	+1,288,300	New	+$152M	1.69%	21

Other funds holding PH

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIP

Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Daniel Loeb's PH Position: Q4 2014 in Review

Daniel Loeb sold out of Parker-Hannifin (PH) in Q4 2014, closing a stake of 1,288,300 shares — an estimated $147M sold.

Daniel Loeb first reported a position in PH in Q3 2014 and held it in 1 quarter. The position peaked at $147M in Q3 2014. 570 funds tracked by Wall St. Rank hold PH as of Q4 2014.

Daniel Loeb reported no remaining Parker-Hannifin position as of Q4 2014 after selling out during the quarter.
Daniel Loeb sold 1,288,300 Parker-Hannifin shares in Q4 2014, an estimated $147M.
Daniel Loeb first reported a position in Parker-Hannifin in Q3 2014 and held it in 1 quarter.
Daniel Loeb's Parker-Hannifin position peaked at $147M in Q3 2014.
570 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2014.

Based on Third Point's 13F filing for Q4 2014, filed 13 Feb 2015.