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Halpern Financial’s Ametek AME Stock Holding History

Halpern Financial’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
-63
Closed -$10.1K – 213
2023
Q2 		$10.1K Buy
+63
New +$9.2K ﹤0.01% 153
2021
Q3 		– Sell
-46
Closed -$6.18K – 256
2021
Q2 		$6.14K Hold
46
– – ﹤0.01% 174
2021
Q1 		$5.88K Hold
46
– – ﹤0.01% 171
2020
Q4 		$5.56K Hold
46
– – ﹤0.01% 158
2020
Q3 		$4.57K Buy
+46
New +$4.45K ﹤0.01% 160

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Halpern Financial's AME Position: Q3 2023 in Review

Halpern Financial sold out of Ametek (AME) in Q3 2023, closing a stake of 63 shares — an estimated $10.1K sold.

Halpern Financial first reported a position in AME in Q3 2020 and held it in 5 quarters. The position peaked at $10.1K in Q2 2023. 812 funds tracked by Wall St. Rank hold AME as of Q3 2023.

  • Halpern Financial reported no remaining Ametek position as of Q3 2023 after selling out during the quarter.
  • Halpern Financial sold 63 Ametek shares in Q3 2023, an estimated $10.1K.
  • Halpern Financial first reported a position in Ametek in Q3 2020 and held it in 5 quarters.
  • Halpern Financial's Ametek position peaked at $10.1K in Q2 2023.
  • 812 funds tracked by Wall St. Rank held Ametek as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.