Next Financial Group’s Amphenol APH Stock Holding History

Next Financial Group’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
2021 Q4	$97K	Buy	4,436 +2,768	+166%	+$56K	0.01%	1179
2021 Q3	$31K	Sell	1,668 -5,032	-75%	-$92.4K	﹤0.01%	1618
2021 Q2	$115K	Buy	6,700 +6,140	+1,096%	+$104K	0.01%	1049
2021 Q1	$9K	Hold	560	–	–	﹤0.01%	1900
2020 Q4	$9K	Buy	560 +88	+19%	+$1.35K	﹤0.01%	1800
2020 Q3	$6K	Buy	+472	New	+$6.22K	﹤0.01%	1766
2020 Q1	–	Sell	-24	Closed	–	–	2111
2019 Q4	$0	Sell	24 -56	-70%	-$715	﹤0.01%	2341
2019 Q3	$1K	Buy	+80	New	+$922	﹤0.01%	2193

Other funds holding APH

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Next Financial Group's APH Position: Q4 2021 in Review

Next Financial Group increased its Amphenol (APH) stake by 166% in Q4 2021, buying an estimated $56K and bringing the position to 4,436 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #1179.

Next Financial Group first reported a position in APH in Q3 2019 and has held it in 8 quarters since. The position peaked at $115K in Q2 2021. 890 funds tracked by Wall St. Rank hold APH as of Q4 2021.

Next Financial Group held 4,436 shares of Amphenol worth $97K as of Q4 2021.
Next Financial Group bought 2,768 Amphenol shares in Q4 2021, an estimated $56K.
Amphenol made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1179 holding.
Next Financial Group first reported a position in Amphenol in Q3 2019 and has held it in 8 quarters since.
Next Financial Group's Amphenol position peaked at $115K in Q2 2021.
890 funds tracked by Wall St. Rank held Amphenol as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.