Echo Street Capital Management’s Parker-Hannifin PH Stock Holding History

Echo Street Capital 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	–	Sell	-1,440	Closed	-$561K	–	321
2023 Q3	$561K	Buy	1,440 +105	+8%	+$42.2K	0.01%	235
2023 Q2	$521K	Sell	1,335 -487	-27%	-$165K	﹤0.01%	261
2023 Q1	$612K	Sell	1,822 -303	-14%	-$100K	0.01%	215
2022 Q4	$618K	Buy	2,125 +845	+66%	+$242K	0.01%	236
2022 Q3	$310K	Buy	+1,280	New	+$346K	﹤0.01%	392
2022 Q2	–	Sell	-1,408	Closed	-$400K	–	676
2022 Q1	$400K	Sell	1,408 -279	-17%	-$84.1K	﹤0.01%	450
2021 Q4	$537K	Sell	1,687 -1,310	-44%	-$405K	﹤0.01%	390
2021 Q3	$838K	Buy	+2,997	New	+$892K	0.01%	285
2021 Q1	–	Sell	-743	Closed	-$202K	–	577
2020 Q4	$202K	Buy	+743	New	+$184K	﹤0.01%	355
2020 Q3	–	Sell	-1,417	Closed	-$260K	–	306
2020 Q2	$260K	Buy	+1,417	New	+$229K	﹤0.01%	400
2014 Q4	–	Sell	-40,200	Closed	-$4.59M	–	151
2014 Q3	$4.59M	Buy	+40,200	New	+$4.74M	0.27%	120

Other funds holding PH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Echo Street Capital Management's PH Position: Q4 2023 in Review

Echo Street Capital Management sold out of Parker-Hannifin (PH) in Q4 2023, closing a stake of 1,440 shares — an estimated $561K sold.

Echo Street Capital Management first reported a position in PH in Q3 2014 and held it in 11 quarters. The position peaked at $4.59M in Q3 2014. 1,302 funds tracked by Wall St. Rank hold PH as of Q4 2023.

Echo Street Capital Management reported no remaining Parker-Hannifin position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,440 Parker-Hannifin shares in Q4 2023, an estimated $561K.
Echo Street Capital Management first reported a position in Parker-Hannifin in Q3 2014 and held it in 11 quarters.
Echo Street Capital Management's Parker-Hannifin position peaked at $4.59M in Q3 2014.
1,302 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.