CSat Investment Advisory’s Ametek AME Stock Holding History

CSat Investment Advisory’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 Q1	$28K	Buy	219 +38	+21%	+$4.59K	0.02%	315
2020 Q4	$22K	Sell	181 -627	-78%	-$70.6K	0.02%	311
2020 Q3	$80K	Sell	808 -377	-32%	-$36.5K	0.01%	551
2020 Q2	$106K	Buy	1,185 +394	+50%	+$33.1K	0.01%	447
2020 Q1	$57K	Sell	791 -58	-7%	-$5.23K	0.01%	486
2019 Q4	$85K	Buy	849 +209	+33%	+$19.8K	0.02%	401
2019 Q3	$59K	Buy	640 +27	+4%	+$2.38K	0.02%	449
2019 Q2	$56K	Buy	613 +407	+198%	+$34.9K	0.02%	439
2019 Q1	$17K	Sell	206 -14	-6%	-$1.06K	0.01%	341
2018 Q4	$15K	Buy	220 +73	+50%	+$5.24K	0.01%	341
2018 Q3	$12K	Buy	147 +17	+13%	+$1.3K	0.01%	330
2018 Q2	$9K	Buy	+130	New	+$9.63K	﹤0.01%	365

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

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

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

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

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

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

ATO

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

CSat Investment Advisory's AME Position: Q1 2021 in Review

CSat Investment Advisory increased its Ametek (AME) stake by 21% in Q1 2021, buying an estimated $4.59K and bringing the position to 219 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #315.

CSat Investment Advisory first reported a position in AME in Q2 2018 and has held it in 12 quarters since. The position peaked at $106K in Q2 2020. 693 funds tracked by Wall St. Rank hold AME as of Q1 2021.

CSat Investment Advisory held 219 shares of Ametek worth $28K as of Q1 2021.
CSat Investment Advisory bought 38 Ametek shares in Q1 2021, an estimated $4.59K.
Ametek made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #315 holding.
CSat Investment Advisory first reported a position in Ametek in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Ametek position peaked at $106K in Q2 2020.
693 funds tracked by Wall St. Rank held Ametek as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.