Berman Capital Advisors’s Amphenol APH Stock Holding History

Berman Capital 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
2021 Q3	$120K	Buy	6,600 +1,240	+23%	+$22.8K	0.02%	387
2021 Q2	$91K	Buy	5,360 +1,724	+47%	+$29.1K	0.01%	410
2021 Q1	$59K	Sell	3,636 -236	-6%	-$3.83K	0.01%	423
2020 Q4	$63K	Buy	3,872 +2,128	+122%	+$32.7K	0.02%	346
2020 Q3	$23K	Sell	1,744 -80	-4%	-$1.05K	0.01%	540
2020 Q2	$21K	Sell	1,824 -504	-22%	-$5.63K	0.01%	527
2020 Q1	$20K	Buy	2,328 +16	+0.7%	+$191	0.01%	488
2019 Q4	$31K	Hold	2,312	–	–	0.01%	418
2019 Q3	$27K	Buy	2,312 +240	+12%	+$2.77K	0.01%	422
2019 Q2	$24K	Sell	2,072 -96	-4%	-$1.16K	0.01%	459
2019 Q1	$25K	Buy	2,168 +712	+49%	+$7.96K	0.01%	403
2018 Q4	$13K	Buy	+1,456	New	+$15.6K	0.01%	460

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Berman Capital Advisors's APH Position: Q3 2021 in Review

Berman Capital Advisors increased its Amphenol (APH) stake by 23% in Q3 2021, buying an estimated $22.8K and bringing the position to 6,600 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #387.

Berman Capital Advisors first reported a position in APH in Q4 2018 and has held it in 12 quarters since. 837 funds tracked by Wall St. Rank hold APH as of Q3 2021.

Berman Capital Advisors held 6,600 shares of Amphenol worth $120K as of Q3 2021.
Berman Capital Advisors bought 1,240 Amphenol shares in Q3 2021, an estimated $22.8K.
Amphenol made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #387 holding.
Berman Capital Advisors first reported a position in Amphenol in Q4 2018 and has held it in 12 quarters since.
837 funds tracked by Wall St. Rank held Amphenol as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.