Lee Financial’s Amphenol APH Stock Holding History

Lee 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
2024 Q1	–	Sell	-164	Closed	-$4.07K	–	189
2023 Q4	$4.07K	Buy	+164	New	+$3.62K	﹤0.01%	590
2022 Q1	–	Sell	-832	Closed	-$18K	–	766
2021 Q4	$18K	Buy	+832	New	+$16.8K	﹤0.01%	389
2018 Q3	–	Sell	-936	Closed	-$10K	–	473
2018 Q2	$10K	Hold	936	–	–	﹤0.01%	473
2018 Q1	$10K	Buy	+936	New	+$10.5K	﹤0.01%	463

Other funds holding APH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lee Financial's APH Position: Q1 2024 in Review

Lee Financial sold out of Amphenol (APH) in Q1 2024, closing a stake of 164 shares — an estimated $4.07K sold.

Lee Financial first reported a position in APH in Q1 2018 and held it in 4 quarters. The position peaked at $18K in Q4 2021. 1,157 funds tracked by Wall St. Rank hold APH as of Q1 2024.

Lee Financial reported no remaining Amphenol position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 164 Amphenol shares in Q1 2024, an estimated $4.07K.
Lee Financial first reported a position in Amphenol in Q1 2018 and held it in 4 quarters.
Lee Financial's Amphenol position peaked at $18K in Q4 2021.
1,157 funds tracked by Wall St. Rank held Amphenol as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.