FIM
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Fernwood Investment Management’s Amphenol APH Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-928
Closed -$53.5K – 225
2024
Q1 		$53.5K Buy
+928
New +$48.6K 0.02% 336

Other funds holding APH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fernwood Investment Management's APH Position: Q2 2024 in Review

Fernwood Investment Management sold out of Amphenol (APH) in Q2 2024, closing a stake of 928 shares — an estimated $53.5K sold.

Fernwood Investment Management first reported a position in APH in Q1 2024 and held it in 1 quarter. The position peaked at $53.5K in Q1 2024. 1,296 funds tracked by Wall St. Rank hold APH as of Q2 2024.

  • Fernwood Investment Management reported no remaining Amphenol position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 928 Amphenol shares in Q2 2024, an estimated $53.5K.
  • Fernwood Investment Management first reported a position in Amphenol in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Amphenol position peaked at $53.5K in Q1 2024.
  • 1,296 funds tracked by Wall St. Rank held Amphenol as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.