Kodai Capital Management’s Parker-Hannifin PH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-174,832
Closed -$110M 165
2024
Q3
$110M Sell
174,832
-202,655
-54% -$128M 2.29% 11
2024
Q2
$191M Buy
377,487
+86,494
+30% +$43.7M 3.63% 5
2024
Q1
$162M Buy
290,993
+25,203
+9% +$14M 3.78% 4
2023
Q4
$122M Buy
+265,790
New +$122M 2.5% 12