Syntax Advisors’s Amphenol APH Stock Holding History

Syntax Advisors’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	-4,992	Closed	-$204K	–	215
2023 Q1	$204K	Buy	+4,992	New	+$197K	0.15%	211
2022 Q4	–	Sell	-7,200	Closed	-$241K	–	214
2022 Q3	$241K	Sell	7,200 -356	-5%	-$12.9K	0.21%	130
2022 Q2	$243K	Buy	7,556 +932	+14%	+$32.4K	0.2%	137
2022 Q1	$250K	Buy	6,624 +62	+0.9%	+$2.4K	0.21%	136
2021 Q4	$287K	Buy	+6,562	New	+$266K	0.21%	106

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

Syntax Advisors's APH Position: Q2 2023 in Review

Syntax Advisors sold out of Amphenol (APH) in Q2 2023, closing a stake of 4,992 shares — an estimated $204K sold.

Syntax Advisors first reported a position in APH in Q4 2021 and held it in 5 quarters. The position peaked at $287K in Q4 2021. 982 funds tracked by Wall St. Rank hold APH as of Q2 2023.

Syntax Advisors reported no remaining Amphenol position as of Q2 2023 after selling out during the quarter.
Syntax Advisors sold 4,992 Amphenol shares in Q2 2023, an estimated $204K.
Syntax Advisors first reported a position in Amphenol in Q4 2021 and held it in 5 quarters.
Syntax Advisors's Amphenol position peaked at $287K in Q4 2021.
982 funds tracked by Wall St. Rank held Amphenol as of Q2 2023.

Based on Syntax Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.