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Lee Financial’s Ametek AME Stock Holding History

Lee 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
2024
Q1 		– Sell
-19
Closed -$3.13K – 178
2023
Q4 		$3.13K Hold
19
– – ﹤0.01% 643
2023
Q3 		$2.81K Hold
19
– – ﹤0.01% 613
2023
Q2 		$3.08K Buy
+19
New +$2.77K ﹤0.01% 577
2022
Q3 		– Sell
-21
Closed -$2K – 818
2022
Q2 		$2K Buy
+21
New +$2.55K ﹤0.01% 660
2022
Q1 		– Sell
-57
Closed -$8K – 761
2021
Q4 		$8K Buy
+57
New +$7.8K ﹤0.01% 531

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lee Financial's AME Position: Q1 2024 in Review

Lee Financial sold out of Ametek (AME) in Q1 2024, closing a stake of 19 shares — an estimated $3.13K sold.

Lee Financial first reported a position in AME in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 909 funds tracked by Wall St. Rank hold AME as of Q1 2024.

  • Lee Financial reported no remaining Ametek position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 19 Ametek shares in Q1 2024, an estimated $3.13K.
  • Lee Financial first reported a position in Ametek in Q4 2021 and held it in 5 quarters.
  • Lee Financial's Ametek position peaked at $8K in Q4 2021.
  • 909 funds tracked by Wall St. Rank held Ametek as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.