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Gitterman Wealth Management’s Amphenol APH Stock Holding History

Gitterman 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
2024
Q2 		– Sell
-3,990
Closed -$230K – 112
2024
Q1 		$230K Sell
3,990
-2,060
-34% -$108K 0.09% 83
2023
Q4 		$300K Buy
6,050
+92
+2% +$4.06K 0.13% 49
2023
Q3 		$250K Sell
5,958
-424
-7% -$18.2K 0.12% 51
2023
Q2 		$271K Buy
+6,382
New +$248K 0.13% 47

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

Gitterman Wealth Management's APH Position: Q2 2024 in Review

Gitterman Wealth Management sold out of Amphenol (APH) in Q2 2024, closing a stake of 3,990 shares — an estimated $230K sold.

Gitterman Wealth Management first reported a position in APH in Q2 2023 and held it in 4 quarters. The position peaked at $300K in Q4 2023. 1,296 funds tracked by Wall St. Rank hold APH as of Q2 2024.

  • Gitterman Wealth Management reported no remaining Amphenol position as of Q2 2024 after selling out during the quarter.
  • Gitterman Wealth Management sold 3,990 Amphenol shares in Q2 2024, an estimated $230K.
  • Gitterman Wealth Management first reported a position in Amphenol in Q2 2023 and held it in 4 quarters.
  • Gitterman Wealth Management's Amphenol position peaked at $300K in Q4 2023.
  • 1,296 funds tracked by Wall St. Rank held Amphenol as of Q2 2024.

Based on Gitterman Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.