Mawer Investment Management’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $734M | Sell |
7,428,103
-1,437,830
| -16% | -$142M | 3.72% | 8 |
|
2025
Q1 | $582M | Sell |
8,865,933
-2,483,941
| -22% | -$163M | 2.81% | 10 |
|
2024
Q4 | $788M | Sell |
11,349,874
-1,651,807
| -13% | -$115M | 3.58% | 9 |
|
2024
Q3 | $847M | Sell |
13,001,681
-2,453,325
| -16% | -$160M | 3.86% | 7 |
|
2024
Q2 | $1.04B | Sell |
15,455,006
-904,448
| -6% | -$60.9M | 4.93% | 6 |
|
2024
Q1 | $944M | Buy |
16,359,454
+4,656
| +0% | +$269K | 4.38% | 5 |
|
2023
Q4 | $811M | Sell |
16,354,798
-500,036
| -3% | -$24.8M | 4.15% | 5 |
|
2023
Q3 | $708M | Sell |
16,854,834
-382,436
| -2% | -$16.1M | 3.78% | 5 |
|
2023
Q2 | $732M | Sell |
17,237,270
-499,596
| -3% | -$21.2M | 3.83% | 4 |
|
2023
Q1 | $725M | Sell |
17,736,866
-72,960
| -0.4% | -$2.98M | 3.95% | 5 |
|
2022
Q4 | $678M | Buy |
17,809,826
+565,848
| +3% | +$21.5M | 3.82% | 6 |
|
2022
Q3 | $577M | Sell |
17,243,978
-240,384
| -1% | -$8.05M | 3.5% | 9 |
|
2022
Q2 | $563M | Sell |
17,484,362
-113,898
| -0.6% | -$3.67M | 3.2% | 10 |
|
2022
Q1 | $663M | Buy |
17,598,260
+91,874
| +0.5% | +$3.46M | 3.15% | 10 |
|
2021
Q4 | $766M | Sell |
17,506,386
-184,390
| -1% | -$8.06M | 3.45% | 7 |
|
2021
Q3 | $648M | Buy |
17,690,776
+1,200,930
| +7% | +$44M | 3.1% | 11 |
|
2021
Q2 | $564M | Buy |
16,489,846
+1,565,366
| +10% | +$53.5M | 2.79% | 14 |
|
2021
Q1 | $492M | Buy |
14,924,480
+1,050,660
| +8% | +$34.7M | 2.67% | 14 |
|
2020
Q4 | $454M | Buy |
13,873,820
+1,402,924
| +11% | +$45.9M | 2.67% | 15 |
|
2020
Q3 | $338M | Buy |
12,470,896
+1,089,280
| +10% | +$29.5M | 2.21% | 14 |
|
2020
Q2 | $273M | Buy |
11,381,616
+366,520
| +3% | +$8.78M | 2.01% | 17 |
|
2020
Q1 | $201M | Buy |
11,015,096
+578,716
| +6% | +$10.5M | 1.85% | 20 |
|
2019
Q4 | $282M | Buy |
10,436,380
+384,360
| +4% | +$10.4M | 2.29% | 15 |
|
2019
Q3 | $243M | Buy |
10,052,020
+491,640
| +5% | +$11.9M | 2.22% | 17 |
|
2019
Q2 | $229M | Buy |
9,560,380
+1,564,540
| +20% | +$37.5M | 1.48% | 25 |
|
2019
Q1 | $189M | Buy |
7,995,840
+545,400
| +7% | +$12.9M | 1.34% | 30 |
|
2018
Q4 | $151M | Buy |
7,450,440
+224,400
| +3% | +$4.55M | 1.25% | 34 |
|
2018
Q3 | $170M | Buy |
7,226,040
+472,280
| +7% | +$11.1M | 1.28% | 32 |
|
2018
Q2 | $147M | Buy |
6,753,760
+178,360
| +3% | +$3.89M | 1.19% | 34 |
|
2018
Q1 | $142M | Buy |
6,575,400
+3,423,480
| +109% | +$73.7M | 1.19% | 33 |
|
2017
Q4 | $69.2M | Buy |
3,151,920
+193,880
| +7% | +$4.26M | 0.57% | 54 |
|
2017
Q3 | $62.6M | Buy |
2,958,040
+1,248,320
| +73% | +$26.4M | 0.53% | 56 |
|
2017
Q2 | $31.6M | Buy |
1,709,720
+532,320
| +45% | +$9.82M | 0.29% | 71 |
|
2017
Q1 | $20.9M | Buy |
1,177,400
+331,536
| +39% | +$5.9M | 0.2% | 77 |
|
2016
Q4 | $14.2M | Buy |
845,864
+290,432
| +52% | +$4.88M | 0.15% | 84 |
|
2016
Q3 | $9.02M | Buy |
555,432
+355,800
| +178% | +$5.77M | 0.09% | 94 |
|
2016
Q2 | $2.86M | Sell |
199,632
-368
| -0.2% | -$5.27K | 0.04% | 78 |
|
2016
Q1 | $2.89M | Buy |
+200,000
| New | +$2.89M | 0.03% | 95 |
|