Baystate Wealth Management’s Amphenol APH Stock Holding History

Baystate Wealth Management’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
2023 Q4	$4.39K	Buy	176 +8	+5%	+$177	﹤0.01%	920
2023 Q3	$3.54K	Hold	168	–	–	﹤0.01%	732
2023 Q2	$3.58K	Buy	168 +4	+2%	+$78	﹤0.01%	761
2023 Q1	$3.43K	Hold	164	–	–	﹤0.01%	746
2022 Q4	$3K	Hold	164	–	–	﹤0.01%	721
2022 Q3	$3K	Hold	164	–	–	﹤0.01%	684
2022 Q2	$3K	Hold	164	–	–	﹤0.01%	699
2022 Q1	$3K	Hold	164	–	–	﹤0.01%	697
2021 Q4	$4K	Hold	164	–	–	﹤0.01%	664
2021 Q3	$3K	Hold	164	–	–	﹤0.01%	632
2021 Q2	$3K	Hold	164	–	–	﹤0.01%	596
2021 Q1	$3K	Buy	164 +4	+3%	+$65	﹤0.01%	544
2020 Q4	$3K	Hold	160	–	–	﹤0.01%	513
2020 Q3	$2K	Hold	160	–	–	﹤0.01%	516
2020 Q2	$2K	Hold	160	–	–	﹤0.01%	524
2020 Q1	$1K	Hold	160	–	–	﹤0.01%	531
2019 Q4	$2K	Hold	160	–	–	﹤0.01%	507
2019 Q3	$2K	Hold	160	–	–	﹤0.01%	464
2019 Q2	$2K	Hold	160	–	–	﹤0.01%	479
2019 Q1	$2K	Hold	160	–	–	﹤0.01%	492
2018 Q4	$2K	Hold	160	–	–	﹤0.01%	496
2018 Q3	$2K	Hold	160	–	–	﹤0.01%	506
2018 Q2	$2K	Hold	160	–	–	﹤0.01%	525
2018 Q1	$2K	Hold	160	–	–	﹤0.01%	488
2017 Q4	$2K	Hold	160	–	–	﹤0.01%	489
2017 Q3	$2K	Hold	160	–	–	﹤0.01%	473
2017 Q2	$2K	Hold	160	–	–	﹤0.01%	474
2017 Q1	$1K	Buy	+160	New	+$1.38K	﹤0.01%	507

Other funds holding APH

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baystate Wealth Management's APH Position: Q4 2023 in Review

Baystate Wealth Management increased its Amphenol (APH) stake by 4.8% in Q4 2023, buying an estimated $177 and bringing the position to 176 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Baystate Wealth Management first reported a position in APH in Q1 2017 and has held it in 28 quarters since. 1,084 funds tracked by Wall St. Rank hold APH as of Q4 2023.

Baystate Wealth Management held 176 shares of Amphenol worth $4.39K as of Q4 2023.
Baystate Wealth Management bought 8 Amphenol shares in Q4 2023, an estimated $177.
Amphenol made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #920 holding.
Baystate Wealth Management first reported a position in Amphenol in Q1 2017 and has held it in 28 quarters since.
1,084 funds tracked by Wall St. Rank held Amphenol as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.