SFP
APH icon

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
-208
Closed -$4K – 112
2021
Q3 		$4K Hold
208
– – ﹤0.01% 369
2021
Q2 		$4K Hold
208
– – ﹤0.01% 346
2021
Q1 		$3K Hold
208
– – ﹤0.01% 343
2020
Q4 		$3K Buy
+208
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 208 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. 890 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 208 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.
  • 890 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.