Montag & Associates’s Ambarella AMBA Stock Holding History

Montag & Associates’s Portfolio AMBA Stock Details AMBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-225	Closed	-$18.5K	–	928
2022 Q4	$18.5K	Hold	225	–	–	﹤0.01%	669
2022 Q3	$13K	Buy	+225	New	+$16.7K	﹤0.01%	696

Other funds holding AMBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Montag & Associates's AMBA Position: Q1 2023 in Review

Montag & Associates sold out of Ambarella (AMBA) in Q1 2023, closing a stake of 225 shares — an estimated $18.5K sold.

Montag & Associates first reported a position in AMBA in Q3 2022 and held it in 2 quarters. The position peaked at $18.5K in Q4 2022. 271 funds tracked by Wall St. Rank hold AMBA as of Q1 2023.

Montag & Associates reported no remaining Ambarella position as of Q1 2023 after selling out during the quarter.
Montag & Associates sold 225 Ambarella shares in Q1 2023, an estimated $18.5K.
Montag & Associates first reported a position in Ambarella in Q3 2022 and held it in 2 quarters.
Montag & Associates's Ambarella position peaked at $18.5K in Q4 2022.
271 funds tracked by Wall St. Rank held Ambarella as of Q1 2023.

Based on Montag & Associates's 13F filing for Q1 2023, filed 11 May 2023.