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Lake Street Advisors Group’s Amphenol APH Stock Holding History

Lake Street Advisors Group’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
Q4 		$702K Buy
20,154
+248
+1% +$8.68K 0.03% 273
2024
Q3 		$650K Buy
19,906
+830
+4% +$26.9K 0.03% 281
2024
Q2 		$644K Sell
19,076
-3,584
-16% -$113K 0.03% 282
2024
Q1 		$655K Buy
22,660
+1,260
+6% +$33K 0.03% 295
2023
Q4 		$532K Buy
+21,400
New +$473K 0.03% 316

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lake Street Advisors Group's APH Position: Q4 2024 in Review

Lake Street Advisors Group increased its Amphenol (APH) stake by 1.2% in Q4 2024, buying an estimated $8.68K and bringing the position to 20,154 shares worth $702K. The position accounts for 0.03% of the portfolio, ranked #273.

Lake Street Advisors Group first reported a position in APH in Q4 2023 and has held it in 5 quarters since. 1,407 funds tracked by Wall St. Rank hold APH as of Q4 2024.

  • Lake Street Advisors Group held 20,154 shares of Amphenol worth $702K as of Q4 2024.
  • Lake Street Advisors Group bought 248 Amphenol shares in Q4 2024, an estimated $8.68K.
  • Amphenol made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #273 holding.
  • Lake Street Advisors Group first reported a position in Amphenol in Q4 2023 and has held it in 5 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Amphenol as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.