Berman Capital Advisors’s Ametek AME Stock Holding History

Berman Capital Advisors’s Portfolio AME Stock Details AME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$160K	Buy	1,290 +327	+34%	+$43.9K	0.03%	319
2021 Q2	$128K	Buy	963 +339	+54%	+$45.4K	0.02%	317
2021 Q1	$79K	Sell	624 -10	-2%	-$1.21K	0.02%	353
2020 Q4	$76K	Buy	634 +40	+7%	+$4.5K	0.02%	305
2020 Q3	$59K	Buy	594 +40	+7%	+$3.87K	0.02%	306
2020 Q2	$49K	Sell	554 -126	-19%	-$10.6K	0.01%	326
2020 Q1	$48K	Buy	680 +225	+49%	+$20.3K	0.02%	300
2019 Q4	$45K	Buy	455 +1	+0.2%	+$95	0.01%	338
2019 Q3	$41K	Hold	454	–	–	0.01%	343
2019 Q2	$41K	Buy	454 +154	+51%	+$13.2K	0.01%	338
2019 Q1	$24K	Buy	300 +54	+22%	+$4.1K	0.01%	407
2018 Q4	$16K	Buy	+246	New	+$17.6K	0.01%	419

Other funds holding AME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Berman Capital Advisors's AME Position: Q3 2021 in Review

Berman Capital Advisors increased its Ametek (AME) stake by 34% in Q3 2021, buying an estimated $43.9K and bringing the position to 1,290 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #319.

Berman Capital Advisors first reported a position in AME in Q4 2018 and has held it in 12 quarters since. 716 funds tracked by Wall St. Rank hold AME as of Q3 2021.

Berman Capital Advisors held 1,290 shares of Ametek worth $160K as of Q3 2021.
Berman Capital Advisors bought 327 Ametek shares in Q3 2021, an estimated $43.9K.
Ametek made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #319 holding.
Berman Capital Advisors first reported a position in Ametek in Q4 2018 and has held it in 12 quarters since.
716 funds tracked by Wall St. Rank held Ametek as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.