Alera Investment Advisors’s Amphenol APH Stock Holding History

Alera Investment Advisors’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
2024 Q3	$275K	Sell	4,220 -81	-2%	-$5.25K	0.03%	216
2024 Q2	$290K	Buy	+4,301	New	+$271K	0.03%	200
2023 Q2	–	Sell	-22,800	Closed	-$932K	–	174
2023 Q1	$932K	Sell	22,800 -3,756	-14%	-$148K	0.21%	50
2022 Q4	$1.01M	Buy	26,556 +148	+0.6%	+$5.6K	0.24%	44
2022 Q3	$884K	Buy	26,408 +468	+2%	+$17K	0.25%	49
2022 Q2	$835K	Sell	25,940 -58	-0.2%	-$2.02K	0.23%	60
2022 Q1	$979K	Buy	+25,998	New	+$1.01M	0.22%	59
2019 Q2	–	Sell	-692	Closed	-$16K	–	131
2019 Q1	$16K	Sell	692 -40	-5%	-$894	0.01%	344
2018 Q4	$15K	Buy	+732	New	+$15.7K	0.01%	342

Other funds holding APH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alera Investment Advisors's APH Position: Q3 2024 in Review

Alera Investment Advisors reduced its Amphenol (APH) stake by 1.9% in Q3 2024, selling an estimated $5.25K and leaving 4,220 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #216.

Alera Investment Advisors first reported a position in APH in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.01M in Q4 2022. 1,292 funds tracked by Wall St. Rank hold APH as of Q3 2024.

Alera Investment Advisors held 4,220 shares of Amphenol worth $275K as of Q3 2024.
Alera Investment Advisors sold 81 Amphenol shares in Q3 2024, an estimated $5.25K.
Amphenol made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #216 holding.
Alera Investment Advisors first reported a position in Amphenol in Q4 2018 and has held it in 9 quarters since.
Alera Investment Advisors's Amphenol position peaked at $1.01M in Q4 2022.
1,292 funds tracked by Wall St. Rank held Amphenol as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.