Lenox Wealth Advisors’s Ametek AME Stock Holding History

Lenox Wealth 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	$17K	Sell	126 -12	-9%	-$1.61K	﹤0.01%	399
2021 Q4	$20K	Buy	138 +2	+1%	+$274	﹤0.01%	392
2021 Q3	$17K	Hold	136	–	–	﹤0.01%	387
2021 Q2	$18K	Hold	136	–	–	﹤0.01%	378
2021 Q1	$17K	Sell	136 -29	-18%	-$3.5K	﹤0.01%	337
2020 Q4	$20K	Buy	165 +58	+54%	+$6.53K	﹤0.01%	312
2020 Q3	$11K	Hold	107	–	–	﹤0.01%	359
2020 Q2	$10K	Hold	107	–	–	﹤0.01%	374
2020 Q1	$8K	Hold	107	–	–	﹤0.01%	364
2019 Q4	$11K	Hold	107	–	–	﹤0.01%	402
2019 Q3	$10K	Hold	107	–	–	﹤0.01%	361
2019 Q2	$10K	Hold	107	–	–	﹤0.01%	282
2019 Q1	$9K	Hold	107	–	–	﹤0.01%	278
2018 Q4	$7K	Hold	107	–	–	﹤0.01%	274
2018 Q3	$8K	Hold	107	–	–	﹤0.01%	288
2018 Q2	$8K	Hold	107	–	–	﹤0.01%	395
2018 Q1	$8K	Buy	+107	New	+$8.13K	﹤0.01%	375
2016 Q1	–	Sell	-16	Closed	-$1K	–	254
2015 Q4	$1K	Buy	+16	New	+$878	﹤0.01%	377
2013 Q4	–	Sell	-130	Closed	-$6K	–	377
2013 Q3	$6K	Hold	130	–	–	0.01%	136
2013 Q2	$5K	Buy	+130	New	+$5.43K	0.01%	177

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 $23.8B AUM 34.25% 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

Lenox Wealth Advisors's AME Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Ametek (AME) stake by 8.7% in Q1 2022, selling an estimated $1.61K and leaving 126 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Lenox Wealth Advisors first reported a position in AME in Q2 2013 and has held it in 20 quarters since. The position peaked at $20K in Q4 2021. 754 funds tracked by Wall St. Rank hold AME as of Q1 2022.

Lenox Wealth Advisors held 126 shares of Ametek worth $17K as of Q1 2022.
Lenox Wealth Advisors sold 12 Ametek shares in Q1 2022, an estimated $1.61K.
Ametek made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #399 holding.
Lenox Wealth Advisors first reported a position in Ametek in Q2 2013 and has held it in 20 quarters since.
Lenox Wealth Advisors's Ametek position peaked at $20K in Q4 2021.
754 funds tracked by Wall St. Rank held Ametek as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.