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