Sun Life Financial’s Amphenol APH Stock Holding History

Sun Life Financial’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 Q2	–	Sell	-7,812	Closed	-$318K	–	35
2023 Q1	$318K	Hold	7,812	–	–	0.02%	59
2022 Q4	$299K	Sell	7,812 -1,676	-18%	-$63.4K	0.02%	59
2022 Q3	$318K	Sell	9,488 -350	-4%	-$12.7K	0.03%	60
2022 Q2	$317K	Sell	9,838 -412	-4%	-$14.3K	0.02%	64
2022 Q1	$385K	Sell	10,250 -342	-3%	-$13.2K	0.02%	70
2021 Q4	$462K	Buy	10,592 +576	+6%	+$23.3K	0.02%	71
2021 Q3	$366K	Buy	10,016 +2,350	+31%	+$86.3K	0.02%	66
2021 Q2	$262K	Sell	7,666 -938	-11%	-$31.7K	0.01%	66
2021 Q1	$284K	Sell	8,604 -108	-1%	-$3.51K	0.02%	100
2020 Q4	$285K	Sell	8,712 -604	-6%	-$18.6K	0.04%	90
2020 Q3	$252K	Buy	+9,316	New	+$245K	0.04%	116
2017 Q2	–	Sell	-48	Closed	-$166	–	560
2017 Q1	$166	Buy	48 +4	+9%	+$69	﹤0.01%	303
2016 Q4	$165	Buy	+44	New	+$733	﹤0.01%	253

Other funds holding APH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sun Life Financial's APH Position: Q2 2023 in Review

Sun Life Financial sold out of Amphenol (APH) in Q2 2023, closing a stake of 7,812 shares — an estimated $318K sold.

Sun Life Financial first reported a position in APH in Q4 2016 and held it in 13 quarters. The position peaked at $462K in Q4 2021. 982 funds tracked by Wall St. Rank hold APH as of Q2 2023.

Sun Life Financial reported no remaining Amphenol position as of Q2 2023 after selling out during the quarter.
Sun Life Financial sold 7,812 Amphenol shares in Q2 2023, an estimated $318K.
Sun Life Financial first reported a position in Amphenol in Q4 2016 and held it in 13 quarters.
Sun Life Financial's Amphenol position peaked at $462K in Q4 2021.
982 funds tracked by Wall St. Rank held Amphenol as of Q2 2023.

Based on Sun Life Financial's 13F filing for Q2 2023, filed 11 Aug 2023.