McElhenny Sheffield Capital Management’s Amphenol APH Stock Holding History

McElhenny Sheffield Capital Management’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	–	Sell	-8,942	Closed	-$583K	–	103
2024 Q3	$583K	Buy	+8,942	New	+$580K	0.19%	42
2023 Q2	–	Sell	-20,220	Closed	-$826K	–	94
2023 Q1	$826K	Sell	20,220 -5,506	-21%	-$217K	0.44%	33
2022 Q4	$979K	Sell	25,726 -3,346	-12%	-$127K	0.45%	26
2022 Q3	$973K	Buy	+29,072	New	+$1.06M	0.74%	22
2022 Q2	–	Sell	-21,384	Closed	-$806K	–	100
2022 Q1	$806K	Buy	21,384 +1,396	+7%	+$54.1K	0.28%	54
2021 Q4	$874K	Buy	19,988 +2,248	+13%	+$91K	0.33%	46
2021 Q3	$650K	Buy	+17,740	New	+$651K	0.29%	58

Other funds holding APH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McElhenny Sheffield Capital Management's APH Position: Q4 2024 in Review

McElhenny Sheffield Capital Management sold out of Amphenol (APH) in Q4 2024, closing a stake of 8,942 shares — an estimated $583K sold.

McElhenny Sheffield Capital Management first reported a position in APH in Q3 2021 and held it in 7 quarters. The position peaked at $979K in Q4 2022. 1,403 funds tracked by Wall St. Rank hold APH as of Q4 2024.

McElhenny Sheffield Capital Management reported no remaining Amphenol position as of Q4 2024 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 8,942 Amphenol shares in Q4 2024, an estimated $583K.
McElhenny Sheffield Capital Management first reported a position in Amphenol in Q3 2021 and held it in 7 quarters.
McElhenny Sheffield Capital Management's Amphenol position peaked at $979K in Q4 2022.
1,403 funds tracked by Wall St. Rank held Amphenol as of Q4 2024.

Based on McElhenny Sheffield Capital Management's 13F filing for Q4 2024, filed 16 Jan 2025.