Mount Lucas Management’s Amphenol APH Stock Holding History

Mount Lucas 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
2025 Q2	–	Sell	-19,990	Closed	-$1.31M	–	162
2025 Q1	$1.31M	Sell	19,990 -624	-3%	-$42.6K	0.42%	64
2024 Q4	$1.43M	Sell	20,614 -1,033	-5%	-$72.3K	0.5%	49
2024 Q3	$1.41M	Sell	21,647 -17,807	-45%	-$1.15M	0.48%	55
2024 Q2	$2.66M	Buy	+39,454	New	+$2.49M	0.76%	30
2018 Q3	–	Sell	-100,532	Closed	-$2.19M	–	76
2018 Q2	$2.19M	Sell	100,532 -2,464	-2%	-$53.6K	0.33%	56
2018 Q1	$2.22M	Sell	102,996 -133,784	-57%	-$3.01M	0.36%	74
2017 Q4	$5.2M	Sell	236,780 -11,396	-5%	-$251K	0.9%	32
2017 Q3	$5.25M	Buy	248,176 +108,256	+77%	+$2.13M	0.95%	30
2017 Q2	$2.58M	Buy	139,920 +768	+0.6%	+$14K	0.49%	60
2017 Q1	$2.48M	Buy	+139,152	New	+$2.41M	0.49%	52
2015 Q3	–	Sell	-282,128	Closed	-$4.09M	–	95
2015 Q2	$4.09M	Sell	282,128 -64	-0%	-$919	0.78%	33
2015 Q1	$4.16M	Sell	282,192 -6,920	-2%	-$96.9K	0.7%	34
2014 Q4	$3.89M	Buy	289,112 +4,712	+2%	+$60.3K	0.43%	40
2014 Q3	$3.55M	Buy	+284,400	New	+$3.57M	0.61%	39

Other funds holding APH

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

Fidelity Investments

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

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

T. Rowe Price Associates

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

Geode Capital Management

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

Bank of New York Mellon

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

Bank of America

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM