Kaizen Advisory’s Parker-Hannifin PH Stock Holding History

Kaizen Advisory’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
2018 Q4	$54K	Buy	363 +4	+1%	+$647	0.04%	313
2018 Q3	$66K	Hold	359	–	–	0.03%	293
2018 Q2	$56K	Buy	359 +231	+180%	+$39.4K	0.03%	312
2018 Q1	$22K	Hold	128	–	–	0.02%	313
2017 Q4	$26K	Buy	+128	New	+$23.8K	0.02%	279

Other funds holding PH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kaizen Advisory's PH Position: Q4 2018 in Review

Kaizen Advisory increased its Parker-Hannifin (PH) stake by 1.1% in Q4 2018, buying an estimated $647 and bringing the position to 363 shares worth $54K. The position accounts for 0.04% of the portfolio, ranked #313.

Kaizen Advisory first reported a position in PH in Q4 2017 and has held it in 5 quarters since. The position peaked at $66K in Q3 2018. 684 funds tracked by Wall St. Rank hold PH as of Q4 2018.

Kaizen Advisory held 363 shares of Parker-Hannifin worth $54K as of Q4 2018.
Kaizen Advisory bought 4 Parker-Hannifin shares in Q4 2018, an estimated $647.
Parker-Hannifin made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #313 holding.
Kaizen Advisory first reported a position in Parker-Hannifin in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Parker-Hannifin position peaked at $66K in Q3 2018.
684 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.