Jacobs Levy Equity Management’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-371,308
Closed -$25.8M 1073
2024
Q4
$25.8M Sell
371,308
-3,931,907
-91% -$275M 0.09% 196
2024
Q3
$280M Buy
4,303,215
+2,032,402
+90% +$132M 1.08% 9
2024
Q2
$153M Buy
+2,270,813
New +$143M 0.63% 32

Other funds holding APH

Jacobs Levy Equity Management's APH Position: Q1 2025 in Review

Jacobs Levy Equity Management sold out of Amphenol (APH) in Q1 2025, closing a stake of 371,308 shares — an estimated $25.8M sold.

Jacobs Levy Equity Management first reported a position in APH in Q2 2024 and held it in 3 quarters. The position peaked at $280M in Q3 2024. 1,424 funds tracked by Wall St. Rank hold APH as of Q1 2025.

  • Jacobs Levy Equity Management reported no remaining Amphenol position as of Q1 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 371,308 Amphenol shares in Q1 2025, an estimated $25.8M.
  • Jacobs Levy Equity Management first reported a position in Amphenol in Q2 2024 and held it in 3 quarters.
  • Jacobs Levy Equity Management's Amphenol position peaked at $280M in Q3 2024.
  • 1,424 funds tracked by Wall St. Rank held Amphenol as of Q1 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2025, filed 15 May 2025.