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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
60,952
-456
-0.7% -$10.1K 0.04% 359
2023
Q3 		$1.29M Sell
61,408
-1,560
-2% -$33.5K 0.04% 365
2023
Q2 		$1.34M Sell
62,968
-1,800
-3% -$35K 0.04% 393
2023
Q1 		$1.32M Buy
64,768
+37,528
+138% +$741K 0.03% 408
2022
Q4 		$519K Buy
27,240
+4,368
+19% +$82.6K 0.07% 336
2022
Q3 		$383K Buy
22,872
+3,180
+16% +$57.7K 0.06% 380
2022
Q2 		$317K Buy
19,692
+28
+0.1% +$487 0.04% 423
2022
Q1 		$370K Sell
19,664
-16,680
-46% -$323K 0.05% 382
2021
Q4 		$794K Buy
36,344
+19,344
+114% +$392K 0.09% 267
2021
Q3 		$311K Buy
17,000
+2,172
+15% +$39.9K 0.05% 423
2021
Q2 		$254K Buy
14,828
+2,392
+19% +$40.4K 0.05% 432
2021
Q1 		$205K Sell
12,436
-52
-0.4% -$845 0.05% 466
2020
Q4 		$204K Buy
+12,488
New +$192K ﹤0.01% 904
2017
Q3 		– Sell
-87,768
Closed -$810K – 216
2017
Q2 		$810K Sell
87,768
-16,984
-16% -$155K 0.1% 186
2017
Q1 		$932K Buy
104,752
+1,504
+1% +$13K 0.14% 155
2016
Q4 		$867K Buy
103,248
+57,000
+123% +$475K 0.2% 117
2016
Q3 		$375K Buy
46,248
+4,616
+11% +$35.1K 0.18% 140
2016
Q2 		$298K Buy
41,632
+1,616
+4% +$11.6K 0.16% 171
2016
Q1 		$289K Sell
40,016
-157,984
-80% -$1.03M 0.18% 160
2015
Q4 		$1.29M Buy
+198,000
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 60,952 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. 1,084 funds tracked by Wall St. Rank hold APH as of Q4 2023.

  • Simplicity Solutions held 60,952 shares of Amphenol worth $1.51M as of Q4 2023.
  • Simplicity Solutions sold 456 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.
  • 1,084 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.