PP
PH icon

Paloma Partners’s Parker-Hannifin PH Stock Holding History

Paloma Partners’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
Q4 		– Sell
-1,700
Closed -$1.07M – 881
2024
Q3 		$1.07M Buy
+1,700
New +$966K 0.03% 407
2024
Q1 		– Sell
-4,600
Closed -$2.12M – 1001
2023
Q4 		$2.12M Sell
4,600
-1,700
-27% -$708K 0.08% 263
2023
Q3 		$2.45M Buy
+6,300
New +$2.53M 0.08% 202
2023
Q2 		– Sell
-3,900
Closed -$1.31M – 908
2023
Q1 		$1.31M Sell
3,900
-7,000
-64% -$2.32M 0.05% 316
2022
Q4 		$3.17M Buy
+10,900
New +$3.12M 0.15% 127
2022
Q3 		– Sell
-11,600
Closed -$2.85M – 1254
2022
Q2 		$2.85M Buy
+11,600
New +$3.1M 0.1% 193
2021
Q3 		– Sell
-4,200
Closed -$1.29M – 1699
2021
Q2 		$1.29M Buy
+4,200
New +$1.3M 0.02% 542
2021
Q1 		– Sell
-4,100
Closed -$1.12M – 2287
2020
Q4 		$1.12M Buy
+4,100
New +$1.02M 0.03% 539
2020
Q3 		– Sell
-700
Closed -$128K – 2365
2020
Q2 		$128K Buy
+700
New +$113K ﹤0.01% 1846
2019
Q3 		– Sell
-24,400
Closed -$4.15M – 2207
2019
Q2 		$4.15M Buy
24,400
+22,600
+1,256% +$3.9M 0.07% 222
2019
Q1 		$309K Buy
+1,800
New +$298K 0.01% 1303
2018
Q4 		– Sell
-3,200
Closed -$589K – 1668
2018
Q3 		$589K Buy
+3,200
New +$550K 0.01% 960
2018
Q2 		– Sell
-23,100
Closed -$3.95M – 2069
2018
Q1 		$3.95M Buy
23,100
+20,600
+824% +$3.9M 0.06% 269
2017
Q4 		$499K Sell
2,500
-17,100
-87% -$3.18M 0.01% 1340
2017
Q3 		$3.43M Buy
+19,600
New +$3.22M 0.05% 413
2017
Q1 		– Sell
-12,000
Closed -$1.68M – 2174
2016
Q4 		$1.68M Hold
12,000
– – 0.02% 799
2016
Q3 		$1.51M Hold
12,000
– – 0.02% 705
2016
Q2 		$1.3M Buy
+12,000
New +$1.35M 0.01% 978

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paloma Partners's PH Position: Q4 2024 in Review

Paloma Partners sold out of Parker-Hannifin (PH) in Q4 2024, closing a stake of 1,540 shares — an estimated $973K sold.

Paloma Partners first reported a position in PH in Q2 2013 and held it in 34 quarters. The position peaked at $8.28M in Q2 2020. 1,634 funds tracked by Wall St. Rank hold PH as of Q4 2024.

  • Paloma Partners reported no remaining Parker-Hannifin position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 1,540 Parker-Hannifin shares in Q4 2024, an estimated $973K.
  • Paloma Partners first reported a position in Parker-Hannifin in Q2 2013 and held it in 34 quarters.
  • Paloma Partners's Parker-Hannifin position peaked at $8.28M in Q2 2020.
  • 1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.