TrustCore Financial Services’s Ametek AME Stock Holding History

TrustCore Financial Services’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
2020 Q3	–	Sell	-150	Closed	-$13K	–	834
2020 Q2	$13K	Hold	150	–	–	﹤0.01%	577
2020 Q1	$11K	Hold	150	–	–	﹤0.01%	564
2019 Q4	$15K	Hold	150	–	–	﹤0.01%	558
2019 Q3	$14K	Hold	150	–	–	﹤0.01%	576
2019 Q2	$14K	Sell	150 -50	-25%	-$4.28K	﹤0.01%	566
2019 Q1	$17K	Hold	200	–	–	﹤0.01%	461
2018 Q4	$14K	Hold	200	–	–	0.01%	249
2018 Q3	$16K	Hold	200	–	–	0.01%	490
2018 Q2	$14K	Hold	200	–	–	0.01%	498
2018 Q1	$15K	Buy	+200	New	+$15.2K	0.01%	439

Other funds holding AME

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return