SICM
Sustainable Insight Capital Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
2,634
-2,705
| -51% | -$1.89M | 0.83% | 34 |
|
|
2025
Q1 | $3.25M | Buy |
5,339
+369
| +7% | +$224K | 1.62% | 20 |
|
|
2024
Q4 | $3.16M | Sell |
4,970
-773
| -13% | -$492K | 1.38% | 22 |
|
|
2024
Q3 | $3.63M | Buy |
5,743
+443
| +8% | +$280K | 1.64% | 20 |
|
|
2024
Q2 | $2.68M | Buy |
5,300
+1,957
| +59% | +$990K | 1.34% | 20 |
|
|
2024
Q1 | $1.86M | Buy |
3,343
+200
| +6% | +$111K | 1.34% | 29 |
|
|
2023
Q4 | $1.45M | Sell |
3,143
-1,700
| -35% | -$783K | 1.18% | 29 |
|
|
2023
Q3 | $1.89M | Buy |
+4,843
| New | +$1.89M | 1.85% | 27 |
|
|
2023
Q2 | – | Sell |
-4,680
| Closed | -$1.57M | – | 84 |
|
|
2023
Q1 | $1.57M | Buy |
4,680
+595
| +15% | +$200K | 1.58% | 21 |
|
|
2022
Q4 | $1.19M | Sell |
4,085
-2,825
| -41% | -$822K | 1.34% | 19 |
|
|
2022
Q3 | $1.67M | Sell |
6,910
-36
| -0.5% | -$8.72K | 1.96% | 14 |
|
|
2022
Q2 | $1.86M | Buy |
6,946
+893
| +15% | +$239K | 1.85% | 16 |
|
|
2022
Q1 | $1.72M | Sell |
6,053
-1,972
| -25% | -$560K | 1.22% | 19 |
|
|
2021
Q4 | $2.55M | Sell |
8,025
-879
| -10% | -$280K | 1.37% | 21 |
|
|
2021
Q3 | $2.49M | Buy |
8,904
+1,242
| +16% | +$347K | 1.6% | 23 |
|
|
2021
Q2 | $2.35M | Buy |
7,662
+1,420
| +23% | +$436K | 1.39% | 21 |
|
|
2021
Q1 | $1.97M | Sell |
6,242
-2,516
| -29% | -$794K | 1.31% | 23 |
|
|
2020
Q4 | $2.39M | Buy |
+8,758
| New | +$2.39M | 1.63% | 18 |
|
|
2020
Q1 | – | Sell |
-13,917
| Closed | -$2.86M | – | 77 |
|
|
2019
Q4 | $2.86M | Buy |
+13,917
| New | +$2.86M | 2.95% | 14 |
|
|
2019
Q2 | – | Sell |
-1,300
| Closed | -$223K | – | 82 |
|
|
2019
Q1 | $223K | Buy |
+1,300
| New | +$223K | 0.29% | 75 |
|
|
2018
Q4 | – | Sell |
-7,500
| Closed | -$1.38M | – | 79 |
|
|
2018
Q3 | $1.38M | Sell |
7,500
-65,936
| -90% | -$12.1M | 0.9% | 25 |
|
|
2018
Q2 | $11.4M | Buy |
73,436
+7,536
| +11% | +$1.17M | 4.36% | 4 |
|
|
2018
Q1 | $11.3M | Buy |
65,900
+13,800
| +26% | +$2.36M | 4.47% | 8 |
|
|
2017
Q4 | $10.4M | Sell |
52,100
-7,200
| -12% | -$1.44M | 3.94% | 10 |
|
|
2017
Q3 | $10.4M | Buy |
59,300
+50,200
| +552% | +$8.79M | 4.68% | 10 |
|
|
2017
Q2 | $1.45M | Buy |
+9,100
| New | +$1.45M | 0.68% | 27 |
|