Edge Capital Group’s Parker-Hannifin PH Stock Holding History

Edge Capital Group’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
2024 Q4	$6M	Sell	9,439 -252	-3%	-$167K	0.27%	73
2024 Q3	$6.12M	Sell	9,691 -263	-3%	-$149K	0.27%	73
2024 Q2	$5.03M	Buy	9,954 +442	+5%	+$237K	0.24%	83
2024 Q1	$5.29M	Buy	9,512 +638	+7%	+$324K	0.26%	77
2023 Q4	$4.09M	Buy	8,874 +1,067	+14%	+$444K	0.23%	89
2023 Q3	$3.04M	Sell	7,807 -2,064	-21%	-$830K	0.2%	94
2023 Q2	$3.85M	Buy	9,871 +380	+4%	+$129K	0.22%	97
2023 Q1	$3.19M	Buy	9,491 +9,125	+2,493%	+$3.02M	0.2%	98
2022 Q4	$107K	Buy	366 +89	+32%	+$25.5K	0.01%	324
2022 Q3	$67K	Buy	277 +4	+1%	+$1.08K	0.01%	316
2022 Q2	$67K	Buy	+273	New	+$73.1K	0.01%	316

Other funds holding PH

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Edge Capital Group's PH Position: Q4 2024 in Review

Edge Capital Group reduced its Parker-Hannifin (PH) stake by 2.6% in Q4 2024, selling an estimated $167K and leaving 9,439 shares worth $6M. The position accounts for 0.27% of the portfolio, ranked #73.

Edge Capital Group first reported a position in PH in Q2 2022 and has held it in 11 quarters since. The position peaked at $6.12M in Q3 2024. 1,634 funds tracked by Wall St. Rank hold PH as of Q4 2024.

Edge Capital Group held 9,439 shares of Parker-Hannifin worth $6M as of Q4 2024.
Edge Capital Group sold 252 Parker-Hannifin shares in Q4 2024, an estimated $167K.
Parker-Hannifin made up 0.27% of Edge Capital Group's portfolio in Q4 2024, its #73 holding.
Edge Capital Group first reported a position in Parker-Hannifin in Q2 2022 and has held it in 11 quarters since.
Edge Capital Group's Parker-Hannifin position peaked at $6.12M in Q3 2024.
1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.