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James Investment Research’s Parker-Hannifin PH Stock Holding History

James Investment Research’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
2019
Q4 		– Sell
-1,255
Closed -$227K – 545
2019
Q3 		$227K Hold
1,255
– – 0.02% 303
2019
Q2 		$213K Sell
1,255
-2,650
-68% -$457K 0.02% 355
2019
Q1 		$670K Sell
3,905
-3,195
-45% -$530K 0.04% 369
2018
Q4 		$1.06M Buy
+7,100
New +$1.15M 0.07% 312
2018
Q1 		– Sell
-9,100
Closed -$1.82M – 831
2017
Q4 		$1.82M Sell
9,100
-1,200
-12% -$223K 0.06% 349
2017
Q3 		$1.8M Buy
+10,300
New +$1.69M 0.06% 313

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

James Investment Research's PH Position: Q4 2019 in Review

James Investment Research sold out of Parker-Hannifin (PH) in Q4 2019, closing a stake of 1,255 shares — an estimated $227K sold.

James Investment Research first reported a position in PH in Q3 2017 and held it in 6 quarters. The position peaked at $1.82M in Q4 2017. 780 funds tracked by Wall St. Rank hold PH as of Q4 2019.

  • James Investment Research reported no remaining Parker-Hannifin position as of Q4 2019 after selling out during the quarter.
  • James Investment Research sold 1,255 Parker-Hannifin shares in Q4 2019, an estimated $227K.
  • James Investment Research first reported a position in Parker-Hannifin in Q3 2017 and held it in 6 quarters.
  • James Investment Research's Parker-Hannifin position peaked at $1.82M in Q4 2017.
  • 780 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2019.

Based on James Investment Research's 13F filing for Q4 2019, filed 24 Jan 2020.