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Optimal Asset Management’s Amphenol APH Stock Holding History

Optimal Asset 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
2021
Q1 		– Sell
-19,628
Closed -$642K – 355
2020
Q4 		$642K Buy
19,628
+28
+0.1% +$860 0.09% 312
2020
Q3 		$531K Sell
19,600
-17,364
-47% -$458K 0.08% 331
2020
Q2 		$885K Sell
36,964
-68,808
-65% -$1.54M 0.14% 233
2020
Q1 		$1.93K Buy
+105,772
New +$2.52M 0.18% 192

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Optimal Asset Management's APH Position: Q1 2021 in Review

Optimal Asset Management sold out of Amphenol (APH) in Q1 2021, closing a stake of 19,628 shares — an estimated $642K sold.

Optimal Asset Management first reported a position in APH in Q1 2020 and held it in 4 quarters. The position peaked at $885K in Q2 2020. 809 funds tracked by Wall St. Rank hold APH as of Q1 2021.

  • Optimal Asset Management reported no remaining Amphenol position as of Q1 2021 after selling out during the quarter.
  • Optimal Asset Management sold 19,628 Amphenol shares in Q1 2021, an estimated $642K.
  • Optimal Asset Management first reported a position in Amphenol in Q1 2020 and held it in 4 quarters.
  • Optimal Asset Management's Amphenol position peaked at $885K in Q2 2020.
  • 809 funds tracked by Wall St. Rank held Amphenol as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.