SI
PH icon

Symmetry Investments’s Parker-Hannifin PH Stock Holding History

Symmetry Investments’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
-9,400
Closed -$5.94M – 194
2024
Q3 		$5.94M Buy
9,400
+5,600
+147% +$3.18M 0.83% 34
2024
Q2 		$1.92M Sell
3,800
-900
-19% -$483K 0.22% 89
2024
Q1 		$2.61M Buy
+4,700
New +$2.39M 0.16% 79
2023
Q3 		– Sell
-5,454
Closed -$2.13M – 205
2023
Q2 		$2.13M Buy
+5,454
New +$1.85M 0.32% 66
2021
Q2 		– Sell
-7,000
Closed -$2.21M – 118
2021
Q1 		$2.21M Buy
+7,000
New +$2.02M 0.53% 45

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

Symmetry Investments's PH Position: Q4 2024 in Review

Symmetry Investments sold out of Parker-Hannifin (PH) in Q4 2024, closing a stake of 9,400 shares — an estimated $5.94M sold.

Symmetry Investments first reported a position in PH in Q1 2021 and held it in 5 quarters. The position peaked at $5.94M in Q3 2024. 1,634 funds tracked by Wall St. Rank hold PH as of Q4 2024.

  • Symmetry Investments reported no remaining Parker-Hannifin position as of Q4 2024 after selling out during the quarter.
  • Symmetry Investments sold 9,400 Parker-Hannifin shares in Q4 2024, an estimated $5.94M.
  • Symmetry Investments first reported a position in Parker-Hannifin in Q1 2021 and held it in 5 quarters.
  • Symmetry Investments's Parker-Hannifin position peaked at $5.94M in Q3 2024.
  • 1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Symmetry Investments's 13F filing for Q4 2024, filed 14 Feb 2025.