de North Point Portfolio Managers Amphenol APH Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | USD 36.4 M | Vender |
430,656
-7,376
| -2% | -USD 594 k | 6.11% | 1 |
|
|
2026
Q2 | USD 38.6 M | Vender |
438,032
-14,056
| -3% | -USD 1.01 M | 6.37% | 1 |
|
|
2026
Q1 | USD 28.6 M | Vender |
452,088
-158,582
| -26% | -USD 11.2 M | 5.09% | 1 |
|
|
2025
Q4 | USD 41.3 M | Vender |
610,670
-11,478
| -2% | -USD 768 k | 6.99% | 1 |
|
|
2025
Q3 | USD 38.5 M | Vender |
622,148
-11,388
| -2% | -USD 625 k | 6.37% | 1 |
|
|
2025
Q2 | USD 31.3 M | Vender |
633,536
-141,330
| -18% | -USD 5.78 M | 5.37% | 1 |
|
|
2025
Q1 | USD 25.4 M | Comprar |
774,866
+998
| +0.1% | +USD 34 k | 4.46% | 3 |
|
|
2024
Q4 | USD 26.9 M | Vender |
773,868
-22,208
| -3% | -USD 777 k | 4.68% | 2 |
|
|
2024
Q3 | USD 25.9 M | Vender |
796,076
-11,730
| -1% | -USD 380 k | 4.16% | 2 |
|
|
2024
Q2 | USD 27.2 M | Vender |
807,806
-32,674
| -4% | -USD 1.03 M | 4.79% | 1 |
|
|
2024
Q1 | USD 24.2 M | Vender |
840,480
-10,236
| -1% | -USD 268 k | 4.1% | 1 |
|
|
2023
Q4 | USD 21.1 M | Vender |
850,716
-9,480
| -1% | -USD 209 k | 3.84% | 3 |
|
|
2023
Q3 | USD 18.1 M | Vender |
860,196
-8,704
| -1% | -USD 187 k | 3.69% | 6 |
|
|
2023
Q2 | USD 18.5 M | Vender |
868,900
-239,056
| -22% | -USD 4.64 M | 3.66% | 4 |
|
|
2023
Q1 | USD 22.6 M | Vender |
1,107,956
-314,312
| -22% | -USD 6.21 M | 3.6% | 7 |
|
|
2022
Q4 | USD 27.1 M | Comprar |
1,422,268
+3,776
| +0.3% | +USD 71.4 k | 4.55% | 1 |
|
|
2022
Q3 | USD 23.7 M | Vender |
1,418,492
-25,884
| -2% | -USD 470 k | 4.43% | 3 |
|
|
2022
Q2 | USD 23.2 M | Vender |
1,444,376
-19,800
| -1% | -USD 344 k | 4.07% | 3 |
|
|
2022
Q1 | USD 27.6 M | Vender |
1,464,176
-16,036
| -1% | -USD 310 k | 4.06% | 3 |
|
|
2021
Q4 | USD 32.4 M | Vender |
1,480,212
-60,008
| -4% | -USD 1.21 M | 4.24% | 3 |
|
|
2021
Q3 | USD 28.2 M | Vender |
1,540,220
-23,960
| -2% | -USD 440 k | 3.95% | 2 |
|
|
2021
Q2 | USD 26.8 M | Comprar |
1,564,180
+2,660
| +0.2% | +USD 44.9 k | 3.69% | 3 |
|
|
2021
Q1 | USD 25.8 M | Comprar |
1,561,520
+4,536
| +0.3% | +USD 73.7 k | 3.73% | 3 |
|
|
2020
Q4 | USD 25.5 M | Vender |
1,556,984
-11,488
| -0.7% | -USD 177 k | 3.84% | 3 |
|
|
2020
Q3 | USD 21.2 M | Vender |
1,568,472
-21,944
| -1% | -USD 289 k | 3.61% | 5 |
|
|
2020
Q2 | USD 19 M | Vender |
1,590,416
-65,008
| -4% | -USD 726 k | 3.44% | 7 |
|
|
2020
Q1 | USD 15.1 M | Vender |
1,655,424
-41,936
| -2% | -USD 500 k | 3.27% | 8 |
|
|
2019
Q4 | USD 23 M | Comprar |
1,697,360
+9,352
| +0.6% | +USD 119 k | 3.91% | 3 |
|
|
2019
Q3 | USD 20.4 M | Vender |
1,688,008
-46,712
| -3% | -USD 538 k | 3.72% | 5 |
|
|
2019
Q2 | USD 20.8 M | Comprar |
1,734,720
+16,824
| +1% | +USD 202 k | 3.81% | 3 |
|
|
2019
Q1 | USD 20.3 M | Vender |
1,717,896
-36,408
| -2% | -USD 407 k | 3.85% | 5 |
|
|
2018
Q4 | USD 17.8 M | Vender |
1,754,304
-152,064
| -8% | -USD 1.63 M | 3.92% | 3 |
|
|
2018
Q3 | USD 22.4 M | Vender |
1,906,368
-86,520
| -4% | -USD 1.01 M | 3.81% | 3 |
|
|
2018
Q2 | USD 21.7 M | Vender |
1,992,888
-44,936
| -2% | -USD 489 k | 3.75% | 3 |
|
|
2018
Q1 | USD 21.9 M | Vender |
2,037,824
-9,352
| -0.5% | -USD 105 k | 3.76% | 3 |
|
|
2017
Q4 | USD 22.5 M | Vender |
2,047,176
-303,424
| -13% | -USD 3.34 M | 3.8% | 2 |
|
|
2017
Q3 | USD 24.9 M | Vender |
2,350,600
-19,536
| -0.8% | -USD 192 k | 4.2% | 1 |
|
|
2017
Q2 | USD 21.9 M | Vender |
2,370,136
-21,184
| -0.9% | -USD 193 k | 3.81% | 1 |
|
|
2017
Q1 | USD 21.3 M | Vender |
2,391,320
-9,504
| -0.4% | -USD 82.2 k | 3.83% | 1 |
|
|
2016
Q4 | USD 20.2 M | Vender |
2,400,824
-12,984
| -0.5% | -USD 108 k | 3.81% | 1 |
|
|
2016
Q3 | USD 19.6 M | Vender |
2,413,808
-29,744
| -1% | -USD 226 k | 3.73% | 1 |
|
|
2016
Q2 | USD 17.5 M | Vender |
2,443,552
-77,472
| -3% | -USD 557 k | 3.45% | 6 |
|
|
2016
Q1 | USD 18.2 M | Vender |
2,521,024
-89,896
| -3% | -USD 584 k | 3.51% | 5 |
|
|
2015
Q4 | USD 17 M | Vender |
2,610,920
-49,256
| -2% | -USD 329 k | 3.29% | 6 |
|
|
2015
Q3 | USD 16.9 M | Vender |
2,660,176
-6,912
| -0.3% | -USD 46.4 k | 3.38% | 6 |
|
|
2015
Q2 | USD 19.3 M | Comprar |
2,667,088
+30,912
| +1% | +USD 222 k | 3.52% | 4 |
|
|
2015
Q1 | USD 19.4 M | Comprar |
2,636,176
+21,760
| +0.8% | +USD 152 k | 3.6% | 4 |
|
|
2014
Q4 | USD 17.6 M | Vender |
2,614,416
-2,784
| -0.1% | -USD 17.8 k | 3.35% | 5 |
|
|
2014
Q3 | USD 16.3 M | Vender |
2,617,200
-1,728
| -0.1% | -USD 10.8 k | 3.27% | 6 |
|
|
2014
Q2 | USD 15.8 M | Vender |
2,618,928
-3,792
| -0.1% | -USD 22.6 k | 3.17% | 8 |
|
|
2014
Q1 | USD 15 M | Comprar |
2,622,720
+8,864
| +0.3% | +USD 49.4 k | 3.18% | 6 |
|
|
2013
Q4 | USD 14.6 M | Comprar |
2,613,856
+12,624
| +0.5% | +USD 65.3 k | 3.11% | 7 |
|
|
2013
Q3 | USD 12.6 M | Vender |
2,601,232
-17,408
| -0.7% | -USD 85 k | 2.97% | 7 |
|
|
2013
Q2 | USD 12.8 M | Comprar |
+2,618,640
| Nuevas | +USD 12.5 M | 3.2% | 5 |
|
Otros fondos que tienen APH en su cartera
Posición de North Point Portfolio Managers en APH: resumen de T3 2026
North Point Portfolio Managers redujo su participación en Amphenol (APH) en 1.7% durante T3 2026, al vender acciones por un valor estimado de USD 594 k, y conservó 430,656 acciones valuadas en USD 36.4 M. La posición representa 6.11% de la cartera y ocupa el puesto #1.
North Point Portfolio Managers reportó por primera vez una posición en APH en T2 2013 y la ha mantenido durante 54 trimestres desde entonces. La posición alcanzó su máximo de USD 41.3 M en T4 2025. Al cierre de T3 2026, 641 fondos que sigue Wall St. Rank mantienen una posición en APH.
- Al cierre de T3 2026, North Point Portfolio Managers tenía 430,656 acciones de Amphenol con un valor de USD 36.4 M.
- North Point Portfolio Managers vendió 7,376 acciones de Amphenol en T3 2026, por un valor estimado de USD 594 k.
- Amphenol representó 6.11% de la cartera de North Point Portfolio Managers en T3 2026 y fue su posición número 1.
- North Point Portfolio Managers reportó por primera vez una posición en Amphenol en T2 2013 y la ha mantenido durante 54 trimestres desde entonces.
- La posición de North Point Portfolio Managers en Amphenol alcanzó su máximo de USD 41.3 M en T4 2025.
- Al cierre de T3 2026, 641 fondos que sigue Wall St. Rank tenían Amphenol en cartera.
Según el Informe 13F de North Point Portfolio Managers correspondiente a T3 2026, presentado el 7 oct 2026.