Halpern Financial’s Amphenol APH Stock Holding History

Halpern Financial’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 Q3	–	Sell	-316	Closed	-$13.4K	–	216
2023 Q2	$13.4K	Buy	+316	New	+$12.3K	﹤0.01%	133
2020 Q3	–	Sell	-76	Closed	-$1.82K	–	207
2020 Q2	$1.82K	Buy	+76	New	+$1.7K	﹤0.01%	156

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Halpern Financial's APH Position: Q3 2023 in Review

Halpern Financial sold out of Amphenol (APH) in Q3 2023, closing a stake of 316 shares — an estimated $13.4K sold.

Halpern Financial first reported a position in APH in Q2 2020 and held it in 2 quarters. The position peaked at $13.4K in Q2 2023. 1,007 funds tracked by Wall St. Rank hold APH as of Q3 2023.

Halpern Financial reported no remaining Amphenol position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 316 Amphenol shares in Q3 2023, an estimated $13.4K.
Halpern Financial first reported a position in Amphenol in Q2 2020 and held it in 2 quarters.
Halpern Financial's Amphenol position peaked at $13.4K in Q2 2023.
1,007 funds tracked by Wall St. Rank held Amphenol as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.