Private Ocean’s Amphenol APH Stock Holding History

Private Ocean’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
2023 Q3	–	Sell	-90	Closed	-$315K	–	480
2023 Q2	$315K	Hold	90	–	–	0.04%	108
2023 Q1	$3.65K	Sell	90 -206	-70%	-$8.13K	﹤0.01%	489
2022 Q4	$11.3K	Buy	+296	New	+$11.2K	﹤0.01%	361
2022 Q3	–	Sell	-8	Closed	–	–	532
2022 Q2	$0	Hold	8	–	–	﹤0.01%	471
2022 Q1	$0	Buy	+8	New	+$310	﹤0.01%	603

Other funds holding APH

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Private Ocean's APH Position: Q3 2023 in Review

Private Ocean sold out of Amphenol (APH) in Q3 2023, closing a stake of 90 shares — an estimated $315K sold.

Private Ocean first reported a position in APH in Q1 2022 and held it in 5 quarters. The position peaked at $315K in Q2 2023. 1,007 funds tracked by Wall St. Rank hold APH as of Q3 2023.

Private Ocean reported no remaining Amphenol position as of Q3 2023 after selling out during the quarter.
Private Ocean sold 90 Amphenol shares in Q3 2023, an estimated $315K.
Private Ocean first reported a position in Amphenol in Q1 2022 and held it in 5 quarters.
Private Ocean's Amphenol position peaked at $315K in Q2 2023.
1,007 funds tracked by Wall St. Rank held Amphenol as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.