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Lee Ainslie’s Parker-Hannifin PH Stock Holding History

Lee Ainslie’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
-637
Closed -$354K – 423
2024
Q1 		$354K Buy
+637
New +$324K 0.01% 306
2023
Q4 		– Sell
-1,380
Closed -$538K – 433
2023
Q3 		$538K Buy
+1,380
New +$555K 0.01% 174
2021
Q4 		– Sell
-4,105
Closed -$1.15M – 556
2021
Q3 		$1.15M Buy
+4,105
New +$1.22M 0.01% 267
2021
Q2 		– Sell
-49
Closed -$15K – 805
2021
Q1 		$15K Sell
49
-10,830
-100% -$3.13M ﹤0.01% 680
2020
Q4 		$2.96M Sell
10,879
-13,294
-55% -$3.29M 0.05% 93
2020
Q3 		$4.89M Buy
24,173
+10,305
+74% +$2.03M 0.09% 64
2020
Q2 		$2.54M Buy
+13,868
New +$2.24M 0.05% 134
2019
Q4 		– Sell
-17,781
Closed -$3.21M – 404
2019
Q3 		$3.21M Buy
+17,781
New +$3.02M 0.05% 219
2019
Q1 		– Sell
-39,930
Closed -$5.96M – 315
2018
Q4 		$5.96M Buy
39,930
+7,830
+24% +$1.27M 0.09% 142
2018
Q3 		$5.9M Buy
+32,100
New +$5.51M 0.07% 158
2017
Q3 		– Sell
-24,980
Closed -$3.99M – 212
2017
Q2 		$3.99M Buy
24,980
+6,930
+38% +$1.1M 0.05% 63
2017
Q1 		$2.89M Buy
+18,050
New +$2.74M 0.04% 52

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee Ainslie's PH Position: Q2 2024 in Review

Lee Ainslie sold out of Parker-Hannifin (PH) in Q2 2024, closing a stake of 637 shares — an estimated $354K sold.

Lee Ainslie first reported a position in PH in Q1 2017 and held it in 12 quarters. The position peaked at $5.96M in Q4 2018. 1,442 funds tracked by Wall St. Rank hold PH as of Q2 2024.

  • Lee Ainslie reported no remaining Parker-Hannifin position as of Q2 2024 after selling out during the quarter.
  • Lee Ainslie sold 637 Parker-Hannifin shares in Q2 2024, an estimated $354K.
  • Lee Ainslie first reported a position in Parker-Hannifin in Q1 2017 and held it in 12 quarters.
  • Lee Ainslie's Parker-Hannifin position peaked at $5.96M in Q4 2018.
  • 1,442 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2024.

Based on Maverick Capital's 13F filing for Q2 2024, filed 14 Aug 2024.