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SpiderRock Advisors’s Parker-Hannifin PH Stock Holding History

SpiderRock Advisors’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
Q3 		$2.67M Buy
4,219
+3,086
+272% +$1.75M 0.04% 259
2024
Q2 		$573K Sell
1,133
-1,344
-54% -$721K 0.01% 530
2024
Q1 		$1.33M Buy
+2,477
New +$1.26M 0.03% 343
2017
Q2 		– Hold
0
– – – 754
2017
Q1 		– Hold
0
– – – 692

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SpiderRock Advisors's PH Position: Q3 2024 in Review

SpiderRock Advisors increased its Parker-Hannifin (PH) stake by 272% in Q3 2024, buying an estimated $1.75M and bringing the position to 4,219 shares worth $2.67M. The position accounts for 0.04% of the portfolio, ranked #259.

SpiderRock Advisors first reported a position in PH in Q1 2024 and has held it in 3 quarters since. 1,523 funds tracked by Wall St. Rank hold PH as of Q3 2024.

  • SpiderRock Advisors held 4,219 shares of Parker-Hannifin worth $2.67M as of Q3 2024.
  • SpiderRock Advisors bought 3,086 Parker-Hannifin shares in Q3 2024, an estimated $1.75M.
  • Parker-Hannifin made up 0.04% of SpiderRock Advisors's portfolio in Q3 2024, its #259 holding.
  • SpiderRock Advisors first reported a position in Parker-Hannifin in Q1 2024 and has held it in 3 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.