SFG
APH icon

Steward Financial Group’s Amphenol APH Stock Holding History

Steward Financial Group’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
Q3 		$46K Hold
1,112
– – 0.01% 153
2023
Q2 		$47K Buy
1,112
+828
+292% +$32.2K 0.02% 147
2023
Q1 		$11K Buy
284
+156
+122% +$6.16K ﹤0.01% 178
2022
Q4 		$4K Buy
+128
New +$4.84K ﹤0.01% 210
2022
Q3 		– Sell
-72
Closed -$2K – 129
2022
Q2 		$2K Buy
+72
New +$2.5K ﹤0.01% 508

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Steward Financial Group's APH Position: Q3 2023 in Review

Steward Financial Group held its Amphenol (APH) position steady in Q3 2023 at 1,112 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #153.

Steward Financial Group first reported a position in APH in Q2 2022 and has held it in 5 quarters since. The position peaked at $47K in Q2 2023. 1,007 funds tracked by Wall St. Rank hold APH as of Q3 2023.

  • Steward Financial Group held 1,112 shares of Amphenol worth $46K as of Q3 2023.
  • Steward Financial Group left its Amphenol share count unchanged in Q3 2023.
  • Amphenol made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #153 holding.
  • Steward Financial Group first reported a position in Amphenol in Q2 2022 and has held it in 5 quarters since.
  • Steward Financial Group's Amphenol position peaked at $47K in Q2 2023.
  • 1,007 funds tracked by Wall St. Rank held Amphenol as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.