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Newfound Research’s Amphenol APH Stock Holding History

Newfound Research’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
Q3 		$86K Buy
2,556
+120
+5% +$4.36K 0.21% 28
2022
Q2 		$78K Sell
2,436
-782
-24% -$27.2K 0.17% 85
2022
Q1 		$121K Sell
3,218
-502
-13% -$19.4K 0.16% 80
2021
Q4 		$163K Buy
3,720
+488
+15% +$19.8K 0.2% 20
2021
Q3 		$118K Buy
3,232
+690
+27% +$25.3K 0.19% 18
2021
Q2 		$87K Buy
2,542
+574
+29% +$19.4K 0.17% 55
2021
Q1 		$65K Sell
1,968
-1,952
-50% -$63.4K 0.15% 85
2020
Q4 		$128K Buy
+3,920
New +$120K 0.33% 31

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Newfound Research's APH Position: Q3 2022 in Review

Newfound Research increased its Amphenol (APH) stake by 4.9% in Q3 2022, buying an estimated $4.36K and bringing the position to 2,556 shares worth $86K. The position accounts for 0.21% of the portfolio, ranked #28.

Newfound Research first reported a position in APH in Q4 2020 and has held it in 8 quarters since. The position peaked at $163K in Q4 2021. 911 funds tracked by Wall St. Rank hold APH as of Q3 2022.

  • Newfound Research held 2,556 shares of Amphenol worth $86K as of Q3 2022.
  • Newfound Research bought 120 Amphenol shares in Q3 2022, an estimated $4.36K.
  • Amphenol made up 0.21% of Newfound Research's portfolio in Q3 2022, its #28 holding.
  • Newfound Research first reported a position in Amphenol in Q4 2020 and has held it in 8 quarters since.
  • Newfound Research's Amphenol position peaked at $163K in Q4 2021.
  • 911 funds tracked by Wall St. Rank held Amphenol as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.