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Disciplined Investments’s Ametek AME Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-20
Closed -$3.24K – 177
2023
Q2 		$3.24K Hold
20
– – ﹤0.01% 501
2023
Q1 		$2.91K Sell
20
-2
-9% -$284 ﹤0.01% 529
2022
Q4 		$3.07K Buy
22
+6
+38% +$795 ﹤0.01% 489
2022
Q3 		$2K Buy
16
+2
+14% +$240 ﹤0.01% 572
2022
Q2 		$2K Sell
14
-3
-18% -$365 ﹤0.01% 597
2022
Q1 		$2K Buy
+17
New +$2.28K ﹤0.01% 631

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Disciplined Investments's AME Position: Q3 2023 in Review

Disciplined Investments sold out of Ametek (AME) in Q3 2023, closing a stake of 20 shares — an estimated $3.24K sold.

Disciplined Investments first reported a position in AME in Q1 2022 and held it in 6 quarters. The position peaked at $3.24K in Q2 2023. 810 funds tracked by Wall St. Rank hold AME as of Q3 2023.

  • Disciplined Investments reported no remaining Ametek position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 20 Ametek shares in Q3 2023, an estimated $3.24K.
  • Disciplined Investments first reported a position in Ametek in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Ametek position peaked at $3.24K in Q2 2023.
  • 810 funds tracked by Wall St. Rank held Ametek as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.