Elm Advisors’s Ametek AME Stock Holding History

Elm 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
2022 Q1	–	Sell	-1,600	Closed	-$235K	–	47
2021 Q4	$235K	Buy	+1,600	New	+$219K	0.13%	84
2021 Q3	–	Sell	-1,600	Closed	-$214K	–	87
2021 Q2	$214K	Hold	1,600	–	–	0.13%	84
2021 Q1	$204K	Hold	1,600	–	–	0.13%	84
2020 Q4	$194K	Buy	+1,600	New	+$180K	0.12%	83
2018 Q4	–	Sell	-1,800	Closed	-$142K	–	90
2018 Q3	$142K	Buy	+1,800	New	+$138K	0.1%	98

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 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

Elm Advisors's AME Position: Q1 2022 in Review

Elm Advisors sold out of Ametek (AME) in Q1 2022, closing a stake of 1,600 shares — an estimated $235K sold.

Elm Advisors first reported a position in AME in Q3 2018 and held it in 5 quarters. The position peaked at $235K in Q4 2021. 753 funds tracked by Wall St. Rank hold AME as of Q1 2022.

Elm Advisors reported no remaining Ametek position as of Q1 2022 after selling out during the quarter.
Elm Advisors sold 1,600 Ametek shares in Q1 2022, an estimated $235K.
Elm Advisors first reported a position in Ametek in Q3 2018 and held it in 5 quarters.
Elm Advisors's Ametek position peaked at $235K in Q4 2021.
753 funds tracked by Wall St. Rank held Ametek as of Q1 2022.

Based on Elm Advisors's 13F filing for Q1 2022, filed 1 Apr 2022.