Jacobs Levy Equity Management
PH icon

Jacobs Levy Equity Management’s Parker-Hannifin PH Stock Holding History

Jacobs Levy Equity 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
2017
Q3 		– Sell
-15,564
Closed -$2.49M – 1007
2017
Q2 		$2.49M Buy
15,564
+4,494
+41% +$712K 0.05% 380
2017
Q1 		$1.77M Sell
11,070
-530
-5% -$80.5K 0.04% 448
2016
Q4 		$1.62M Buy
+11,600
New +$1.54M 0.03% 454
2014
Q4 		– Sell
-193,746
Closed -$22.1M – 887
2014
Q3 		$22.1M Buy
193,746
+74,320
+62% +$8.76M 0.37% 85
2014
Q2 		$15M Buy
119,426
+117,706
+6,843% +$14.7M 0.25% 129
2014
Q1 		$206K Buy
+1,720
New +$206K ﹤0.01% 818

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jacobs Levy Equity Management's PH Position: Q3 2017 in Review

Jacobs Levy Equity Management sold out of Parker-Hannifin (PH) in Q3 2017, closing a stake of 15,564 shares — an estimated $2.49M sold.

Jacobs Levy Equity Management first reported a position in PH in Q1 2014 and held it in 6 quarters. The position peaked at $22.1M in Q3 2014. 662 funds tracked by Wall St. Rank hold PH as of Q3 2017.

  • Jacobs Levy Equity Management reported no remaining Parker-Hannifin position as of Q3 2017 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 15,564 Parker-Hannifin shares in Q3 2017, an estimated $2.49M.
  • Jacobs Levy Equity Management first reported a position in Parker-Hannifin in Q1 2014 and held it in 6 quarters.
  • Jacobs Levy Equity Management's Parker-Hannifin position peaked at $22.1M in Q3 2014.
  • 662 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2017.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2017, filed 14 Nov 2017.