Lee, Danner & Bass’s Parker-Hannifin PH Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-167	Closed	-$106K	–	574
2024 Q4	$106K	Buy	+167	New	+$111K	0.01%	264

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lee, Danner & Bass's PH Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Parker-Hannifin (PH) in Q1 2025, closing a stake of 167 shares — an estimated $106K sold.

Lee, Danner & Bass first reported a position in PH in Q4 2024 and held it in 1 quarter. The position peaked at $106K in Q4 2024. 1,597 funds tracked by Wall St. Rank hold PH as of Q1 2025.

Lee, Danner & Bass reported no remaining Parker-Hannifin position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 167 Parker-Hannifin shares in Q1 2025, an estimated $106K.
Lee, Danner & Bass first reported a position in Parker-Hannifin in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Parker-Hannifin position peaked at $106K in Q4 2024.
1,597 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.