SFP
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Sterling Financial Planning’s Amphenol APH Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-104
Closed -$4K – 112
2021
Q3 		$4K Hold
104
– – ﹤0.01% 369
2021
Q2 		$4K Hold
104
– – ﹤0.01% 346
2021
Q1 		$3K Hold
104
– – ﹤0.01% 343
2020
Q4 		$3K Buy
+104
New +$3.2K ﹤0.01% 323

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 $20.5B AUM 26.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Financial Planning's APH Position: Q4 2021 in Review

Sterling Financial Planning sold out of Amphenol (APH) in Q4 2021, closing a stake of 104 shares — an estimated $4K sold.

Sterling Financial Planning first reported a position in APH in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 891 funds tracked by Wall St. Rank hold APH as of Q4 2021.

  • Sterling Financial Planning reported no remaining Amphenol position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 104 Amphenol shares in Q4 2021, an estimated $4K.
  • Sterling Financial Planning first reported a position in Amphenol in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Amphenol position peaked at $4K in Q3 2021.
  • 891 funds tracked by Wall St. Rank held Amphenol as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.