RFA
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Reilly Financial Advisors’s Amphenol APH Stock Holding History

Reilly Financial Advisors’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
2016
Q2 		– Sell
-577,452
Closed -$8.35M – 805
2016
Q1 		$8.35M Buy
577,452
+6,444
+1% +$83.7K 1.43% 29
2015
Q4 		$7.46M Buy
+571,008
New +$7.63M 1.32% 35

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reilly Financial Advisors's APH Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Amphenol (APH) stake by 8.4% in Q4 2021, selling an estimated $1.56M and leaving 420,502 shares worth $18.4M. The position accounts for 1.37% of the portfolio, ranked #28.

Reilly Financial Advisors first reported a position in APH in Q2 2013 and has held it in 33 quarters since. 892 funds tracked by Wall St. Rank hold APH as of Q4 2021.

  • Reilly Financial Advisors held 420,502 shares of Amphenol worth $18.4M as of Q4 2021.
  • Reilly Financial Advisors sold 38,484 Amphenol shares in Q4 2021, an estimated $1.56M.
  • Amphenol made up 1.37% of Reilly Financial Advisors's portfolio in Q4 2021, its #28 holding.
  • Reilly Financial Advisors first reported a position in Amphenol in Q2 2013 and has held it in 33 quarters since.
  • 892 funds tracked by Wall St. Rank held Amphenol as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.