JAM
PH icon

Jupiter Asset Management’s Parker-Hannifin PH Stock Holding History

Jupiter Asset 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
2024
Q2 		– Sell
-541
Closed -$301K – 454
2024
Q1 		$301K Buy
+541
New +$275K ﹤0.01% 404
2018
Q4 		– Sell
-36,125
Closed -$6.74M – 245
2018
Q3 		$6.74M Hold
36,125
– – 0.19% 145
2018
Q2 		$5.63M Sell
36,125
-5,746
-14% -$980K 0.16% 151
2018
Q1 		$7.16M Buy
41,871
+7,025
+20% +$1.33M 0.22% 127
2017
Q4 		$6.96M Buy
+34,846
New +$6.48M 0.2% 132

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jupiter Asset Management's PH Position: Q2 2024 in Review

Jupiter Asset Management sold out of Parker-Hannifin (PH) in Q2 2024, closing a stake of 541 shares — an estimated $301K sold.

Jupiter Asset Management first reported a position in PH in Q4 2017 and held it in 5 quarters. The position peaked at $7.16M in Q1 2018. 1,439 funds tracked by Wall St. Rank hold PH as of Q2 2024.

  • Jupiter Asset Management reported no remaining Parker-Hannifin position as of Q2 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 541 Parker-Hannifin shares in Q2 2024, an estimated $301K.
  • Jupiter Asset Management first reported a position in Parker-Hannifin in Q4 2017 and held it in 5 quarters.
  • Jupiter Asset Management's Parker-Hannifin position peaked at $7.16M in Q1 2018.
  • 1,439 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2024.

Based on Jupiter Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.