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Tilt Investment Management Holdings’s Parker-Hannifin PH Stock Holding History

Tilt Investment Management Holdings’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
Q4 		$240K Sell
520
-160
-24% -$66.6K 0.26% 97
2023
Q3 		$265K Hold
680
– – 0.19% 117
2023
Q2 		$265K Hold
680
– – 0.18% 125
2023
Q1 		$221K Buy
+680
New +$225K 0.16% 139

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tilt Investment Management Holdings's PH Position: Q4 2023 in Review

Tilt Investment Management Holdings reduced its Parker-Hannifin (PH) stake by 24% in Q4 2023, selling an estimated $66.6K and leaving 520 shares worth $240K. The position accounts for 0.26% of the portfolio, ranked #97.

Tilt Investment Management Holdings first reported a position in PH in Q1 2023 and has held it in 4 quarters since. The position peaked at $265K in Q2 2023. 1,302 funds tracked by Wall St. Rank hold PH as of Q4 2023.

  • Tilt Investment Management Holdings held 520 shares of Parker-Hannifin worth $240K as of Q4 2023.
  • Tilt Investment Management Holdings sold 160 Parker-Hannifin shares in Q4 2023, an estimated $66.6K.
  • Parker-Hannifin made up 0.26% of Tilt Investment Management Holdings's portfolio in Q4 2023, its #97 holding.
  • Tilt Investment Management Holdings first reported a position in Parker-Hannifin in Q1 2023 and has held it in 4 quarters since.
  • Tilt Investment Management Holdings's Parker-Hannifin position peaked at $265K in Q2 2023.
  • 1,302 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.