DLA
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Douglas Lane & Associates’s Parker-Hannifin PH Stock Holding History

Douglas Lane & Associates’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 		– Sell
-697
Closed -$271K – 248
2023
Q3 		$271K Buy
+697
New +$280K ﹤0.01% 210

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Douglas Lane & Associates's PH Position: Q4 2023 in Review

Douglas Lane & Associates sold out of Parker-Hannifin (PH) in Q4 2023, closing a stake of 697 shares — an estimated $271K sold.

Douglas Lane & Associates first reported a position in PH in Q3 2023 and held it in 1 quarter. The position peaked at $271K in Q3 2023. 1,301 funds tracked by Wall St. Rank hold PH as of Q4 2023.

  • Douglas Lane & Associates reported no remaining Parker-Hannifin position as of Q4 2023 after selling out during the quarter.
  • Douglas Lane & Associates sold 697 Parker-Hannifin shares in Q4 2023, an estimated $271K.
  • Douglas Lane & Associates first reported a position in Parker-Hannifin in Q3 2023 and held it in 1 quarter.
  • Douglas Lane & Associates's Parker-Hannifin position peaked at $271K in Q3 2023.
  • 1,301 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2023.

Based on Douglas Lane & Associates's 13F filing for Q4 2023, filed 17 Jan 2024.