Kula Investments’s Amphenol APH Stock Holding History

Kula Investments’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 Q1	$1.27M	Buy	31,084 +15,470	+99%	+$611K	0.31%	68
2022 Q4	$594K	Buy	+15,614	New	+$591K	0.18%	169

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

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

Kula Investments's APH Position: Q1 2023 in Review

Kula Investments increased its Amphenol (APH) stake by 99% in Q1 2023, buying an estimated $611K and bringing the position to 31,084 shares worth $1.27M. The position accounts for 0.31% of the portfolio, ranked #68.

Kula Investments first reported a position in APH in Q4 2022 and has held it in 2 quarters since. 977 funds tracked by Wall St. Rank hold APH as of Q1 2023.

Kula Investments held 31,084 shares of Amphenol worth $1.27M as of Q1 2023.
Kula Investments bought 15,470 Amphenol shares in Q1 2023, an estimated $611K.
Amphenol made up 0.31% of Kula Investments's portfolio in Q1 2023, its #68 holding.
Kula Investments first reported a position in Amphenol in Q4 2022 and has held it in 2 quarters since.
977 funds tracked by Wall St. Rank held Amphenol as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.