Advisory Research’s Amphenol APH Stock Holding History

Advisory Research’s Portfolio APH Stock Details APH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-24,576	Closed	-$270K	–	373
2017 Q4	$270K	Sell	24,576 -656	-3%	-$7.21K	﹤0.01%	380
2017 Q3	$267K	Sell	25,232 -472	-2%	-$4.64K	﹤0.01%	403
2017 Q2	$237K	Buy	+25,704	New	+$235K	﹤0.01%	412
2014 Q2	–	Sell	-12,560	Closed	-$72K	–	351
2014 Q1	$72K	Buy	+12,560	New	+$69.9K	﹤0.01%	408

Other funds holding APH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Advisory Research's APH Position: Q1 2018 in Review

Advisory Research sold out of Amphenol (APH) in Q1 2018, closing a stake of 24,576 shares — an estimated $270K sold.

Advisory Research first reported a position in APH in Q1 2014 and held it in 4 quarters. The position peaked at $270K in Q4 2017. 628 funds tracked by Wall St. Rank hold APH as of Q1 2018.

Advisory Research reported no remaining Amphenol position as of Q1 2018 after selling out during the quarter.
Advisory Research sold 24,576 Amphenol shares in Q1 2018, an estimated $270K.
Advisory Research first reported a position in Amphenol in Q1 2014 and held it in 4 quarters.
Advisory Research's Amphenol position peaked at $270K in Q4 2017.
628 funds tracked by Wall St. Rank held Amphenol as of Q1 2018.

Based on Advisory Research's 13F filing for Q1 2018, filed 15 May 2018.