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Rockefeller Financial Services’s Parker-Hannifin PH Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$4.42M Buy
22,133
+22,000
+16,541% +$4.09M 0.07% 142
2017
Q3 		$23K Buy
+133
New +$21.8K ﹤0.01% 468
2014
Q3 		– Sell
-19
Closed -$2K – 564
2014
Q2 		$2K Buy
+19
New +$2.37K ﹤0.01% 561

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Rockefeller Financial Services's PH Position: Q4 2017 in Review

Rockefeller Financial Services increased its Parker-Hannifin (PH) stake by 16,541% in Q4 2017, buying an estimated $4.09M and bringing the position to 22,133 shares worth $4.42M. The position accounts for 0.07% of the portfolio, ranked #142.

Rockefeller Financial Services first reported a position in PH in Q2 2014 and has held it in 3 quarters since. 714 funds tracked by Wall St. Rank hold PH as of Q4 2017.

  • Rockefeller Financial Services held 22,133 shares of Parker-Hannifin worth $4.42M as of Q4 2017.
  • Rockefeller Financial Services bought 22,000 Parker-Hannifin shares in Q4 2017, an estimated $4.09M.
  • Parker-Hannifin made up 0.07% of Rockefeller Financial Services's portfolio in Q4 2017, its #142 holding.
  • Rockefeller Financial Services first reported a position in Parker-Hannifin in Q2 2014 and has held it in 3 quarters since.
  • 714 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.