Weld Capital Management’s Parker-Hannifin PH Stock Holding History

Weld Capital Management’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
2021 Q2	–	Sell	-4,451	Closed	-$1.4M	–	352
2021 Q1	$1.4M	Buy	4,451 +1,151	+35%	+$332K	0.59%	40
2020 Q4	$899K	Buy	3,300 +1,370	+71%	+$339K	0.35%	77
2020 Q3	$391K	Sell	1,930 -4,904	-72%	-$965K	0.15%	229
2020 Q2	$1.25M	Buy	+6,834	New	+$1.1M	0.49%	44

Other funds holding PH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Weld Capital Management's PH Position: Q2 2021 in Review

Weld Capital Management sold out of Parker-Hannifin (PH) in Q2 2021, closing a stake of 4,451 shares — an estimated $1.4M sold.

Weld Capital Management first reported a position in PH in Q2 2020 and held it in 4 quarters. The position peaked at $1.4M in Q1 2021. 940 funds tracked by Wall St. Rank hold PH as of Q2 2021.

Weld Capital Management reported no remaining Parker-Hannifin position as of Q2 2021 after selling out during the quarter.
Weld Capital Management sold 4,451 Parker-Hannifin shares in Q2 2021, an estimated $1.4M.
Weld Capital Management first reported a position in Parker-Hannifin in Q2 2020 and held it in 4 quarters.
Weld Capital Management's Parker-Hannifin position peaked at $1.4M in Q1 2021.
940 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.