SS
AME icon

Simplicity Solutions’s Ametek AME Stock Holding History

Simplicity Solutions’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
2023
Q4 		$2.18M Buy
13,221
+741
+6% +$113K 0.06% 288
2023
Q3 		$1.84M Sell
12,480
-650
-5% -$102K 0.06% 303
2023
Q2 		$2.13M Buy
13,130
+929
+8% +$136K 0.06% 295
2023
Q1 		$1.77M Buy
12,201
+3,991
+49% +$567K 0.05% 336
2022
Q4 		$1.15M Sell
8,210
-589
-7% -$78.1K 0.16% 162
2022
Q3 		$998K Buy
8,799
+910
+12% +$109K 0.14% 173
2022
Q2 		$867K Sell
7,889
-144
-2% -$17.5K 0.11% 205
2022
Q1 		$1.07M Sell
8,033
-7,643
-49% -$1.03M 0.13% 169
2021
Q4 		$2.3M Buy
15,676
+10,444
+200% +$1.43M 0.26% 96
2021
Q3 		$649K Buy
5,232
+539
+11% +$72.4K 0.1% 227
2021
Q2 		$627K Buy
4,693
+777
+20% +$104K 0.12% 179
2021
Q1 		$500K Buy
+3,916
New +$473K 0.11% 196

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Simplicity Solutions's AME Position: Q4 2023 in Review

Simplicity Solutions increased its Ametek (AME) stake by 5.9% in Q4 2023, buying an estimated $113K and bringing the position to 13,221 shares worth $2.18M. The position accounts for 0.06% of the portfolio, ranked #288.

Simplicity Solutions first reported a position in AME in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.3M in Q4 2021. 855 funds tracked by Wall St. Rank hold AME as of Q4 2023.

  • Simplicity Solutions held 13,221 shares of Ametek worth $2.18M as of Q4 2023.
  • Simplicity Solutions bought 741 Ametek shares in Q4 2023, an estimated $113K.
  • Ametek made up 0.06% of Simplicity Solutions's portfolio in Q4 2023, its #288 holding.
  • Simplicity Solutions first reported a position in Ametek in Q1 2021 and has held it in 12 quarters since.
  • Simplicity Solutions's Ametek position peaked at $2.3M in Q4 2021.
  • 855 funds tracked by Wall St. Rank held Ametek as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.