Versor Investments’s Parker-Hannifin PH Stock Holding History

Versor 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
2023 Q3	–	Sell	-1,831	Closed	-$714K	–	802
2023 Q2	$714K	Buy	+1,831	New	+$620K	0.12%	153
2019 Q4	–	Sell	-9,023	Closed	-$1.63M	–	356
2019 Q3	$1.63M	Buy	9,023 +1,100	+14%	+$187K	0.11%	98
2019 Q2	$1.35M	Buy	7,923 +3,500	+79%	+$604K	0.09%	122
2019 Q1	$759K	Sell	4,423 -1,563	-26%	-$259K	0.07%	139
2018 Q4	$893K	Buy	5,986 +3,693	+161%	+$598K	0.21%	91
2018 Q3	$422K	Buy	2,293 +893	+64%	+$153K	0.16%	173
2018 Q2	$218K	Buy	+1,400	New	+$239K	0.07%	223

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Versor Investments's PH Position: Q3 2023 in Review

Versor Investments sold out of Parker-Hannifin (PH) in Q3 2023, closing a stake of 1,831 shares — an estimated $714K sold.

Versor Investments first reported a position in PH in Q2 2018 and held it in 7 quarters. The position peaked at $1.63M in Q3 2019. 1,178 funds tracked by Wall St. Rank hold PH as of Q3 2023.

Versor Investments reported no remaining Parker-Hannifin position as of Q3 2023 after selling out during the quarter.
Versor Investments sold 1,831 Parker-Hannifin shares in Q3 2023, an estimated $714K.
Versor Investments first reported a position in Parker-Hannifin in Q2 2018 and held it in 7 quarters.
Versor Investments's Parker-Hannifin position peaked at $1.63M in Q3 2019.
1,178 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2023.

Based on Versor Investments's 13F filing for Q3 2023, filed 6 Nov 2023.