Kaizen Advisory’s Ametek AME Stock Holding History

Kaizen 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
2018 Q4	$40K	Buy	588 +46	+8%	+$3.3K	0.03%	370
2018 Q3	$43K	Hold	542	–	–	0.02%	361
2018 Q2	$39K	Buy	542 +325	+150%	+$24.1K	0.02%	375
2018 Q1	$16K	Hold	217	–	–	0.02%	370
2017 Q4	$16K	Buy	+217	New	+$15.1K	0.01%	357

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kaizen Advisory's AME Position: Q4 2018 in Review

Kaizen Advisory increased its Ametek (AME) stake by 8.5% in Q4 2018, buying an estimated $3.3K and bringing the position to 588 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #370.

Kaizen Advisory first reported a position in AME in Q4 2017 and has held it in 5 quarters since. The position peaked at $43K in Q3 2018. 594 funds tracked by Wall St. Rank hold AME as of Q4 2018.

Kaizen Advisory held 588 shares of Ametek worth $40K as of Q4 2018.
Kaizen Advisory bought 46 Ametek shares in Q4 2018, an estimated $3.3K.
Ametek made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #370 holding.
Kaizen Advisory first reported a position in Ametek in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Ametek position peaked at $43K in Q3 2018.
594 funds tracked by Wall St. Rank held Ametek as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.