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	-15,624	Closed	-$318K	–	35
2023 Q1	$318K	Hold	15,624	–	–	0.02%	59
2022 Q4	$299K	Sell	15,624 -3,352	-18%	-$63.4K	0.02%	59
2022 Q3	$318K	Sell	18,976 -700	-4%	-$12.7K	0.03%	60
2022 Q2	$317K	Sell	19,676 -824	-4%	-$14.3K	0.02%	64
2022 Q1	$385K	Sell	20,500 -684	-3%	-$13.2K	0.02%	70
2021 Q4	$462K	Buy	21,184 +1,152	+6%	+$23.3K	0.02%	71
2021 Q3	$366K	Buy	20,032 +4,700	+31%	+$86.3K	0.02%	66
2021 Q2	$262K	Sell	15,332 -1,876	-11%	-$31.7K	0.01%	66
2021 Q1	$284K	Sell	17,208 -216	-1%	-$3.51K	0.02%	100
2020 Q4	$285K	Sell	17,424 -1,208	-6%	-$18.6K	0.04%	90
2020 Q3	$252K	Buy	+18,632	New	+$245K	0.04%	116
2017 Q2	–	Sell	-96	Closed	-$166	–	560
2017 Q1	$166	Buy	+96	New	+$831	﹤0.01%	303

Other funds holding APH

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 15,624 shares — an estimated $318K sold.

Sun Life Financial first reported a position in APH in Q1 2017 and held it in 12 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 15,624 Amphenol shares in Q2 2023, an estimated $318K.
Sun Life Financial first reported a position in Amphenol in Q1 2017 and held it in 12 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.