WIL
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Winifred I. Li’s Parker-Hannifin PH Stock Holding History

Winifred I. Li’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
2014
Q4 		$97K Hold
750
– – 0.09% 192
2014
Q3 		$86K Hold
750
– – 0.08% 209
2014
Q2 		$94K Hold
750
– – 0.08% 207
2014
Q1 		$90K Hold
750
– – 0.08% 211
2013
Q4 		$96K Hold
750
– – 0.08% 195
2013
Q3 		$82K Sell
750
-750
-50% -$77.2K 0.08% 215
2013
Q2 		$143K Buy
+1,500
New +$141K 0.13% 145

Other funds holding PH

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Winifred I. Li's PH Position: Q4 2014 in Review

Winifred I. Li held its Parker-Hannifin (PH) position steady in Q4 2014 at 750 shares worth $97K. The position accounts for 0.09% of the portfolio, ranked #192.

Winifred I. Li first reported a position in PH in Q2 2013 and has held it in 7 quarters since. The position peaked at $143K in Q2 2013. 570 funds tracked by Wall St. Rank hold PH as of Q4 2014.

  • Winifred I. Li held 750 shares of Parker-Hannifin worth $97K as of Q4 2014.
  • Winifred I. Li left its Parker-Hannifin share count unchanged in Q4 2014.
  • Parker-Hannifin made up 0.09% of Winifred I. Li's portfolio in Q4 2014, its #192 holding.
  • Winifred I. Li first reported a position in Parker-Hannifin in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Parker-Hannifin position peaked at $143K in Q2 2013.
  • 570 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.