SEC 13F Intelligence

Jade Capital Advisors, LLC / PH

Jade Capital Advisors, LLC’s Parker-Hannifin Corp Position

Does Jade Capital Advisors, LLC own Parker-Hannifin Corp (PH)? Not currently — the last reported position was 5.0K shares worth $1M in Q4 2022; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$1M
Q4 2022
Shares
5.0K
% of Portfolio
+4.24%
Quarters Held
9
position exited

Position History PH

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q2 ’20: $2MQ3 ’20: $3MQ3 ’20Q4 ’20: $2MQ1 ’21: $3MQ1 ’21Q2 ’21: $4MQ3 ’21: $140,000Q3 ’21Q4 ’21: $3MQ4 ’22: $1MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20225.0K$1M+4.24%
Q4 202110.5K$3M+2.36%
Q3 2021500$140,000+0.08%
Q2 202112.5K$4M+1.44%
Q1 202110.0K$3M+1.26%
Q4 20207.5K$2M+1.51%
Q3 202015.0K$3M+3.06%
Q2 20208.5K$2M+1.53%
Q4 201915.4K$3M+1.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jade Capital Advisors, LLC’s full portfolio or all institutional holders of PH.