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
-1,000
Closed -$632K – 883
2024
Q3 		$632K Buy
+1,000
New +$568K 0.02% 554
2024
Q1 		– Sell
-7,300
Closed -$3.36M – 1003
2023
Q4 		$3.36M Buy
7,300
+900
+14% +$375K 0.12% 181
2023
Q3 		$2.49M Buy
+6,400
New +$2.57M 0.09% 201
2023
Q2 		– Sell
-5,800
Closed -$1.95M – 909
2023
Q1 		$1.95M Sell
5,800
-6,000
-51% -$1.99M 0.07% 249
2022
Q4 		$3.43M Buy
+11,800
New +$3.38M 0.16% 110
2019
Q3 		– Sell
-20,500
Closed -$3.48M – 2208
2019
Q2 		$3.48M Buy
+20,500
New +$3.54M 0.06% 257
2018
Q2 		– Sell
-17,900
Closed -$3.06M – 2070
2018
Q1 		$3.06M Buy
17,900
+15,400
+616% +$2.92M 0.05% 351
2017
Q4 		$499K Sell
2,500
-14,700
-85% -$2.73M 0.01% 1341
2017
Q3 		$3.01M Buy
+17,200
New +$2.82M 0.04% 487
2017
Q1 		– Sell
-12,000
Closed -$1.68M – 2176
2016
Q4 		$1.68M Hold
12,000
– – 0.02% 800
2016
Q3 		$1.51M Hold
12,000
– – 0.02% 706
2016
Q2 		$1.3M Buy
+12,000
New +$1.35M 0.01% 979
2015
Q2 		– Sell
-2,500
Closed -$297K – 1907
2015
Q1 		$297K Buy
+2,500
New +$303K 0.01% 959

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.