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Lenox Wealth Advisors’s Amphenol APH Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		$32K Sell
1,752
-56
-3% -$1.08K ﹤0.01% 305
2021
Q4 		$40K Buy
1,808
+56
+3% +$1.13K ﹤0.01% 287
2021
Q3 		$32K Hold
1,752
– – ﹤0.01% 294
2021
Q2 		$30K Hold
1,752
– – ﹤0.01% 297
2021
Q1 		$29K Sell
1,752
-2,720
-61% -$44.2K ﹤0.01% 256
2020
Q4 		$73K Buy
4,472
+1,200
+37% +$18.4K 0.01% 145
2020
Q3 		$44K Hold
3,272
– – 0.01% 177
2020
Q2 		$39K Sell
3,272
-168
-5% -$1.88K 0.01% 188
2020
Q1 		$31K Buy
3,440
+728
+27% +$8.68K 0.01% 187
2019
Q4 		$37K Buy
2,712
+584
+27% +$7.45K 0.01% 216
2019
Q3 		$26K Buy
2,128
+960
+82% +$11.1K ﹤0.01% 244
2019
Q2 		$14K Sell
1,168
-432
-27% -$5.2K ﹤0.01% 249
2019
Q1 		$19K Buy
1,600
+432
+37% +$4.83K ﹤0.01% 205
2018
Q4 		$12K Sell
1,168
-1,344
-54% -$14.4K ﹤0.01% 231
2018
Q3 		$30K Buy
2,512
+1,344
+115% +$15.6K 0.01% 177
2018
Q2 		$13K Sell
1,168
-800
-41% -$8.71K ﹤0.01% 304
2018
Q1 		$21K Buy
+1,968
New +$22.2K ﹤0.01% 267
2016
Q4 		– Sell
-560
Closed -$5K – 112
2016
Q3 		$5K Buy
+560
New +$4.25K ﹤0.01% 181
2016
Q1 		– Sell
-560
Closed -$4K – 260
2015
Q4 		$4K Hold
560
– – ﹤0.01% 239
2015
Q3 		$4K Hold
560
– – ﹤0.01% 277
2015
Q2 		$4K Hold
560
– – ﹤0.01% 228
2015
Q1 		$4K Hold
560
– – ﹤0.01% 253
2014
Q4 		$4K Buy
+560
New +$3.58K ﹤0.01% 257
2014
Q1 		– Sell
-800
Closed -$4K – 198
2013
Q4 		$4K Hold
800
– – ﹤0.01% 244
2013
Q3 		$4K Sell
800
-480
-38% -$2.34K ﹤0.01% 179
2013
Q2 		$6K Buy
+1,280
New +$6.13K 0.01% 159

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lenox Wealth Advisors's APH Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Amphenol (APH) stake by 3.1% in Q1 2022, selling an estimated $1.08K and leaving 1,752 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Lenox Wealth Advisors first reported a position in APH in Q2 2013 and has held it in 26 quarters since. The position peaked at $73K in Q4 2020. 896 funds tracked by Wall St. Rank hold APH as of Q1 2022.

  • Lenox Wealth Advisors held 1,752 shares of Amphenol worth $32K as of Q1 2022.
  • Lenox Wealth Advisors sold 56 Amphenol shares in Q1 2022, an estimated $1.08K.
  • Amphenol made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #305 holding.
  • Lenox Wealth Advisors first reported a position in Amphenol in Q2 2013 and has held it in 26 quarters since.
  • Lenox Wealth Advisors's Amphenol position peaked at $73K in Q4 2020.
  • 896 funds tracked by Wall St. Rank held Amphenol as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.