Rowland Carmichael Advisors’s Amphenol APH Stock Holding History

Rowland Carmichael 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
2020 Q4	$246K	Sell	15,064 -13,112	-47%	-$201K	0.08%	268
2020 Q3	$381K	Sell	28,176 -3,952	-12%	-$52.1K	0.15%	163
2020 Q2	$385K	Sell	32,128 -32,576	-50%	-$364K	0.16%	151
2020 Q1	$589K	Sell	64,704 -8,992	-12%	-$107K	0.3%	94
2019 Q4	$997K	Sell	73,696 -6,160	-8%	-$78.6K	0.34%	64
2019 Q3	$963K	Sell	79,856 -1,496	-2%	-$17.2K	0.33%	71
2019 Q2	$976K	Buy	81,352 +29,576	+57%	+$356K	0.34%	70
2019 Q1	$611K	Buy	+51,776	New	+$579K	0.22%	125
2018 Q4	–	Sell	-19,472	Closed	-$229K	–	304
2018 Q3	$229K	Buy	+19,472	New	+$226K	0.09%	241

Other funds holding APH

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ATO

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

Rowland Carmichael Advisors's APH Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its Amphenol (APH) stake by 47% in Q4 2020, selling an estimated $201K and leaving 15,064 shares worth $246K. The position accounts for 0.08% of the portfolio, ranked #268.

Rowland Carmichael Advisors first reported a position in APH in Q3 2018 and has held it in 9 quarters since. The position peaked at $997K in Q4 2019. 813 funds tracked by Wall St. Rank hold APH as of Q4 2020.

Rowland Carmichael Advisors held 15,064 shares of Amphenol worth $246K as of Q4 2020.
Rowland Carmichael Advisors sold 13,112 Amphenol shares in Q4 2020, an estimated $201K.
Amphenol made up 0.08% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #268 holding.
Rowland Carmichael Advisors first reported a position in Amphenol in Q3 2018 and has held it in 9 quarters since.
Rowland Carmichael Advisors's Amphenol position peaked at $997K in Q4 2019.
813 funds tracked by Wall St. Rank held Amphenol as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.