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Simplicity Solutions’s Amphenol APH Stock Holding History

Simplicity Solutions’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
Q4 		$1.51M Sell
30,476
-228
-0.7% -$10.1K 0.04% 359
2023
Q3 		$1.29M Sell
30,704
-780
-2% -$33.5K 0.04% 365
2023
Q2 		$1.34M Sell
31,484
-900
-3% -$35K 0.04% 393
2023
Q1 		$1.32M Buy
32,384
+18,764
+138% +$741K 0.03% 408
2022
Q4 		$519K Buy
13,620
+2,184
+19% +$82.6K 0.07% 336
2022
Q3 		$383K Buy
11,436
+1,590
+16% +$57.7K 0.06% 380
2022
Q2 		$317K Buy
9,846
+14
+0.1% +$487 0.04% 423
2022
Q1 		$370K Sell
9,832
-8,340
-46% -$323K 0.05% 382
2021
Q4 		$794K Buy
18,172
+9,672
+114% +$392K 0.09% 267
2021
Q3 		$311K Buy
8,500
+1,086
+15% +$39.9K 0.05% 423
2021
Q2 		$254K Buy
7,414
+1,196
+19% +$40.4K 0.05% 432
2021
Q1 		$205K Sell
6,218
-26
-0.4% -$845 0.05% 466
2020
Q4 		$204K Buy
+6,244
New +$192K ﹤0.01% 904
2017
Q3 		– Sell
-43,884
Closed -$810K – 216
2017
Q2 		$810K Sell
43,884
-8,492
-16% -$155K 0.1% 186
2017
Q1 		$932K Buy
52,376
+752
+1% +$13K 0.14% 155
2016
Q4 		$867K Buy
51,624
+28,500
+123% +$475K 0.2% 117
2016
Q3 		$375K Buy
23,124
+2,308
+11% +$35.1K 0.18% 140
2016
Q2 		$298K Buy
20,816
+808
+4% +$11.6K 0.16% 171
2016
Q1 		$289K Sell
20,008
-78,992
-80% -$1.03M 0.18% 160
2015
Q4 		$1.29M Buy
+99,000
New +$1.32M 0.15% 187

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's APH Position: Q4 2023 in Review

Simplicity Solutions reduced its Amphenol (APH) stake by 0.74% in Q4 2023, selling an estimated $10.1K and leaving 30,476 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #359.

Simplicity Solutions first reported a position in APH in Q4 2015 and has held it in 20 quarters since. 1,083 funds tracked by Wall St. Rank hold APH as of Q4 2023.

  • Simplicity Solutions held 30,476 shares of Amphenol worth $1.51M as of Q4 2023.
  • Simplicity Solutions sold 228 Amphenol shares in Q4 2023, an estimated $10.1K.
  • Amphenol made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #359 holding.
  • Simplicity Solutions first reported a position in Amphenol in Q4 2015 and has held it in 20 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Amphenol as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.