Desjardins Global Asset Management’s Parker-Hannifin PH Stock Holding History

Desjardins Global Asset Management’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
2023 Q4	$452K	Buy	981 +12	+1%	+$5K	0.05%	259
2023 Q3	$377K	Sell	969 -687	-41%	-$276K	0.04%	295
2023 Q2	$646K	Sell	1,656 -55	-3%	-$18.6K	0.07%	249
2023 Q1	$575K	Buy	1,711 +747	+77%	+$247K	0.07%	223
2022 Q4	$280K	Buy	964 +73	+8%	+$20.9K	0.04%	306
2022 Q3	$215K	Hold	891	–	–	0.03%	336
2022 Q2	$219K	Buy	891 +494	+124%	+$132K	0.03%	339
2022 Q1	$112K	Sell	397 -24	-6%	-$7.24K	0.01%	380
2021 Q4	$133K	Buy	+421	New	+$130K	0.01%	390

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Desjardins Global Asset Management's PH Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Parker-Hannifin (PH) stake by 1.2% in Q4 2023, buying an estimated $5K and bringing the position to 981 shares worth $452K. The position accounts for 0.05% of the portfolio, ranked #259.

Desjardins Global Asset Management first reported a position in PH in Q4 2021 and has held it in 9 quarters since. The position peaked at $646K in Q2 2023. 1,301 funds tracked by Wall St. Rank hold PH as of Q4 2023.

Desjardins Global Asset Management held 981 shares of Parker-Hannifin worth $452K as of Q4 2023.
Desjardins Global Asset Management bought 12 Parker-Hannifin shares in Q4 2023, an estimated $5K.
Parker-Hannifin made up 0.05% of Desjardins Global Asset Management's portfolio in Q4 2023, its #259 holding.
Desjardins Global Asset Management first reported a position in Parker-Hannifin in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Parker-Hannifin position peaked at $646K in Q2 2023.
1,301 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.