Lodge Hill Capital’s Parker-Hannifin PH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-88,325
Closed -$15.2M 37
2019
Q1
$15.2M Buy
88,325
+21,570
+32% +$3.7M 4.14% 7
2018
Q4
$9.96M Buy
66,755
+41,755
+167% +$6.23M 2.75% 11
2018
Q3
$4.6M Buy
+25,000
New +$4.6M 0.69% 24
2014
Q3
Sell
-150,000
Closed -$18.9M 35
2014
Q2
$18.9M Sell
150,000
-60,000
-29% -$7.54M 2.44% 13
2014
Q1
$25.1M Buy
+210,000
New +$25.1M 5.48% 3