Epic Trust Investment Advisors’s Amphenol APH Stock Holding History

Epic Trust 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 Q2	$436K	Sell	6,472 -1,460	-18%	-$92.1K	0.48%	49
2024 Q1	$457K	Sell	7,932 -90	-1%	-$4.72K	0.56%	43
2023 Q4	$398K	Sell	8,022 -254	-3%	-$11.2K	0.53%	48
2023 Q3	$348K	Sell	8,276 -4	-0%	-$172	0.55%	54
2023 Q2	$352K	Sell	8,280 -2,332	-22%	-$90.6K	0.5%	52
2023 Q1	$434K	Sell	10,612 -4,852	-31%	-$192K	0.53%	53
2022 Q4	$589K	Sell	15,464 -422	-3%	-$16K	0.89%	30
2022 Q3	$532K	Buy	+15,886	New	+$577K	0.74%	38

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Epic Trust Investment Advisors's APH Position: Q2 2024 in Review

Epic Trust Investment Advisors reduced its Amphenol (APH) stake by 18% in Q2 2024, selling an estimated $92.1K and leaving 6,472 shares worth $436K. The position accounts for 0.48% of the portfolio, ranked #49.

Epic Trust Investment Advisors first reported a position in APH in Q3 2022 and has held it in 8 quarters since. The position peaked at $589K in Q4 2022. 1,297 funds tracked by Wall St. Rank hold APH as of Q2 2024.

Epic Trust Investment Advisors held 6,472 shares of Amphenol worth $436K as of Q2 2024.
Epic Trust Investment Advisors sold 1,460 Amphenol shares in Q2 2024, an estimated $92.1K.
Amphenol made up 0.48% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #49 holding.
Epic Trust Investment Advisors first reported a position in Amphenol in Q3 2022 and has held it in 8 quarters since.
Epic Trust Investment Advisors's Amphenol position peaked at $589K in Q4 2022.
1,297 funds tracked by Wall St. Rank held Amphenol as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.