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	7,532 -6,556	-47%	-$201K	0.08%	268
2020 Q3	$381K	Sell	14,088 -1,976	-12%	-$52.1K	0.15%	163
2020 Q2	$385K	Sell	16,064 -16,288	-50%	-$364K	0.16%	151
2020 Q1	$589K	Sell	32,352 -4,496	-12%	-$107K	0.3%	94
2019 Q4	$997K	Sell	36,848 -3,080	-8%	-$78.6K	0.34%	64
2019 Q3	$963K	Sell	39,928 -748	-2%	-$17.2K	0.33%	71
2019 Q2	$976K	Buy	40,676 +14,788	+57%	+$356K	0.34%	70
2019 Q1	$611K	Buy	+25,888	New	+$579K	0.22%	125
2018 Q4	–	Sell	-9,736	Closed	-$229K	–	304
2018 Q3	$229K	Buy	+9,736	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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 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 7,532 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. 811 funds tracked by Wall St. Rank hold APH as of Q4 2020.

Rowland Carmichael Advisors held 7,532 shares of Amphenol worth $246K as of Q4 2020.
Rowland Carmichael Advisors sold 6,556 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.
811 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.