Petrus Trust Company’s Parker-Hannifin PH Stock Holding History

Petrus Trust Company’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
2023 Q1	–	Sell	-778	Closed	-$226K	–	663
2022 Q4	$226K	Sell	778 -266	-25%	-$76.1K	0.03%	377
2022 Q3	$253K	Buy	+1,044	New	+$283K	0.04%	116

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Petrus Trust Company's PH Position: Q1 2023 in Review

Petrus Trust Company sold out of Parker-Hannifin (PH) in Q1 2023, closing a stake of 778 shares — an estimated $226K sold.

Petrus Trust Company first reported a position in PH in Q3 2022 and held it in 2 quarters. The position peaked at $253K in Q3 2022. 1,082 funds tracked by Wall St. Rank hold PH as of Q1 2023.

Petrus Trust Company reported no remaining Parker-Hannifin position as of Q1 2023 after selling out during the quarter.
Petrus Trust Company sold 778 Parker-Hannifin shares in Q1 2023, an estimated $226K.
Petrus Trust Company first reported a position in Parker-Hannifin in Q3 2022 and held it in 2 quarters.
Petrus Trust Company's Parker-Hannifin position peaked at $253K in Q3 2022.
1,082 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2023.

Based on Petrus Trust Company's 13F filing for Q1 2023, filed 15 May 2023.