Tarbox Family Office’s Amphenol APH Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-240	Closed	-$9K	–	172
2022 Q1	$9K	Sell	240 -348	-59%	-$13.5K	﹤0.01%	392
2021 Q4	$26K	Hold	588	–	–	﹤0.01%	311
2021 Q3	$22K	Hold	588	–	–	﹤0.01%	357
2021 Q2	$20K	Hold	588	–	–	﹤0.01%	368
2021 Q1	$19K	Hold	588	–	–	﹤0.01%	321
2020 Q4	$19K	Hold	588	–	–	﹤0.01%	305
2020 Q3	$16K	Hold	588	–	–	﹤0.01%	309
2020 Q2	$14K	Buy	588 +348	+145%	+$7.77K	﹤0.01%	322
2020 Q1	$4K	Sell	240 -32	-12%	-$763	﹤0.01%	449
2019 Q4	$7K	Sell	272 -40	-13%	-$1.02K	﹤0.01%	430
2019 Q3	$8K	Hold	312	–	–	﹤0.01%	370
2019 Q2	$7K	Hold	312	–	–	﹤0.01%	383
2019 Q1	$7K	Hold	312	–	–	﹤0.01%	351
2018 Q4	$6K	Hold	312	–	–	﹤0.01%	354
2018 Q3	$7K	Hold	312	–	–	﹤0.01%	356
2018 Q2	$7K	Hold	312	–	–	﹤0.01%	344
2018 Q1	$7K	Hold	312	–	–	﹤0.01%	360
2017 Q4	$7K	Hold	312	–	–	﹤0.01%	346
2017 Q3	$7K	Buy	312 +92	+42%	+$1.81K	﹤0.01%	342
2017 Q2	$4K	Hold	220	–	–	﹤0.01%	391
2017 Q1	$4K	Hold	220	–	–	﹤0.01%	390
2016 Q4	$4K	Hold	220	–	–	﹤0.01%	347
2016 Q3	$4K	Hold	220	–	–	﹤0.01%	341
2016 Q2	$3K	Hold	220	–	–	﹤0.01%	375
2016 Q1	$3K	Buy	220 +68	+45%	+$883	﹤0.01%	388
2015 Q4	$2K	Sell	152 -88	-37%	-$1.18K	﹤0.01%	391
2015 Q3	$3K	Hold	240	–	–	﹤0.01%	366
2015 Q2	$3K	Hold	240	–	–	﹤0.01%	356
2015 Q1	$4K	Hold	240	–	–	﹤0.01%	338
2014 Q4	$3K	Buy	240 +72	+43%	+$921	﹤0.01%	365
2014 Q3	$2K	Hold	168	–	–	﹤0.01%	398
2014 Q2	$2K	Hold	168	–	–	﹤0.01%	377
2014 Q1	$1K	Hold	168	–	–	﹤0.01%	435
2013 Q4	$2K	Buy	+168	New	+$1.74K	﹤0.01%	449

Other funds holding APH

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

Bank of New York Mellon

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

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

T. Rowe Price Associates

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

AllianceBernstein

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

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

JP Morgan Chase

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

Geode Capital Management

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