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Northstar Wealth Partners’s Amphenol APH Stock Holding History

Northstar Wealth Partners’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
2020
Q3 		– Sell
-76,240
Closed -$1.83M – 145
2020
Q2 		$1.83M Sell
76,240
-6,108
-7% -$136K 0.76% 44
2020
Q1 		$1.5M Sell
82,348
-864
-1% -$20.6K 0.76% 46
2019
Q4 		$2.25M Sell
83,212
-4,080
-5% -$104K 0.92% 31
2019
Q3 		$2.11M Buy
87,292
+2,908
+3% +$67K 0.92% 33
2019
Q2 		$2.02M Sell
84,384
-800
-0.9% -$19.3K 0.9% 36
2019
Q1 		$2.01M Sell
85,184
-1,760
-2% -$39.4K 0.92% 35
2018
Q4 		$1.76M Sell
86,944
-2,280
-3% -$49K 0.92% 35
2018
Q3 		$2.1M Buy
89,224
+1,360
+2% +$31.6K 1.01% 30
2018
Q2 		$1.91M Sell
87,864
-300
-0.3% -$6.53K 0.96% 32
2018
Q1 		$1.9M Buy
88,164
+3,340
+4% +$75.2K 0.97% 30
2017
Q4 		$1.92M Buy
84,824
+2,024
+2% +$44.5K 1.71% 13
2017
Q3 		$1.79M Buy
82,800
+240
+0.3% +$4.71K 1.75% 14
2017
Q2 		$1.52M Sell
82,560
-1,980
-2% -$36.1K 1.39% 17
2017
Q1 		$1.47M Buy
+84,540
New +$1.46M 1.37% 21

Other funds holding APH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Northstar Wealth Partners's APH Position: Q3 2020 in Review

Northstar Wealth Partners sold out of Amphenol (APH) in Q3 2020, closing a stake of 76,240 shares — an estimated $1.83M sold.

Northstar Wealth Partners first reported a position in APH in Q1 2017 and held it in 14 quarters. The position peaked at $2.25M in Q4 2019. 746 funds tracked by Wall St. Rank hold APH as of Q3 2020.

  • Northstar Wealth Partners reported no remaining Amphenol position as of Q3 2020 after selling out during the quarter.
  • Northstar Wealth Partners sold 76,240 Amphenol shares in Q3 2020, an estimated $1.83M.
  • Northstar Wealth Partners first reported a position in Amphenol in Q1 2017 and held it in 14 quarters.
  • Northstar Wealth Partners's Amphenol position peaked at $2.25M in Q4 2019.
  • 746 funds tracked by Wall St. Rank held Amphenol as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.