Security National Trust’s Ametek AME Stock Holding History

Security National Trust’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
2021 Q3	$14K	Hold	102	–	–	﹤0.01%	333
2021 Q2	$14K	Sell	102 -130	-56%	-$17.4K	﹤0.01%	341
2021 Q1	$30K	Hold	232	–	–	0.01%	300
2020 Q4	$28K	Hold	232	–	–	0.01%	298
2020 Q3	$23K	Hold	232	–	–	0.01%	299
2020 Q2	$21K	Hold	232	–	–	0.01%	305
2020 Q1	$17K	Hold	232	–	–	0.01%	321
2019 Q4	$23K	Hold	232	–	–	0.01%	308
2019 Q3	$21K	Hold	232	–	–	0.01%	285
2019 Q2	$21K	Hold	232	–	–	0.01%	288
2019 Q1	$19K	Hold	232	–	–	0.01%	292
2018 Q4	$16K	Hold	232	–	–	0.01%	287
2018 Q3	$18K	Hold	232	–	–	0.01%	300
2018 Q2	$17K	Hold	232	–	–	0.01%	314
2018 Q1	$18K	Hold	232	–	–	0.01%	308
2017 Q4	$17K	Hold	232	–	–	0.01%	311
2017 Q3	$15K	Hold	232	–	–	﹤0.01%	324
2017 Q2	$14K	Hold	232	–	–	﹤0.01%	344
2017 Q1	$13K	Hold	232	–	–	﹤0.01%	345
2016 Q4	$11K	Hold	232	–	–	﹤0.01%	356
2016 Q3	$11K	Hold	232	–	–	﹤0.01%	368
2016 Q2	$11K	Hold	232	–	–	﹤0.01%	360
2016 Q1	$12K	Hold	232	–	–	﹤0.01%	361
2015 Q4	$12K	Hold	232	–	–	﹤0.01%	357
2015 Q3	$12K	Hold	232	–	–	﹤0.01%	362
2015 Q2	$13K	Hold	232	–	–	﹤0.01%	369
2015 Q1	$12K	Hold	232	–	–	﹤0.01%	385
2014 Q4	$12K	Hold	232	–	–	﹤0.01%	395
2014 Q3	$12K	Hold	232	–	–	﹤0.01%	392
2014 Q2	$12K	Hold	232	–	–	﹤0.01%	397
2014 Q1	$12K	Hold	232	–	–	﹤0.01%	391
2013 Q4	$12K	Hold	232	–	–	0.01%	392
2013 Q3	$11K	Hold	232	–	–	﹤0.01%	383
2013 Q2	$10K	Buy	+232	New	+$9.69K	﹤0.01%	371

Other funds holding AME

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Security National Trust's AME Position: Q3 2021 in Review

Security National Trust held its Ametek (AME) position steady in Q3 2021 at 102 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Security National Trust first reported a position in AME in Q2 2013 and has held it in 34 quarters since. The position peaked at $30K in Q1 2021. 716 funds tracked by Wall St. Rank hold AME as of Q3 2021.

Security National Trust held 102 shares of Ametek worth $14K as of Q3 2021.
Security National Trust left its Ametek share count unchanged in Q3 2021.
Ametek made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #333 holding.
Security National Trust first reported a position in Ametek in Q2 2013 and has held it in 34 quarters since.
Security National Trust's Ametek position peaked at $30K in Q1 2021.
716 funds tracked by Wall St. Rank held Ametek as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.