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JIR
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
–
546
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
–
832
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
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LP
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1-Year Est. Return
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$1.47T AUM
27.86%
1-Year Est. Return
State Street
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$2.9T AUM
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1-Year Est. Return
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$47.8B AUM
13.38%
1-Year Est. Return
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$935B AUM
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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