Univest Financial’s Ametek AME Stock Holding History

Univest Financial’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 Q1	–	Sell	-24,000	Closed	-$1.17M	–	108
2019 Q4	$1.17M	Buy	+24,000	New	+$2.27M	0.49%	59
2017 Q2	–	Sell	-6,000	Closed	-$324K	–	93
2017 Q1	$324K	Sell	6,000 -18,000	-75%	-$949K	0.14%	78
2016 Q4	$1.17M	Buy	+24,000	New	+$1.14M	0.49%	59
2015 Q1	–	Sell	-40,910	Closed	-$2.15M	–	89
2014 Q4	$2.15M	Buy	+40,910	New	+$2.08M	0.94%	55

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Univest Financial's AME Position: Q1 2020 in Review

Univest Financial sold out of Ametek (AME) in Q1 2020, closing a stake of 24,000 shares — an estimated $1.17M sold.

Univest Financial first reported a position in AME in Q4 2014 and held it in 4 quarters. The position peaked at $2.15M in Q4 2014. 618 funds tracked by Wall St. Rank hold AME as of Q1 2020.

Univest Financial reported no remaining Ametek position as of Q1 2020 after selling out during the quarter.
Univest Financial sold 24,000 Ametek shares in Q1 2020, an estimated $1.17M.
Univest Financial first reported a position in Ametek in Q4 2014 and held it in 4 quarters.
Univest Financial's Ametek position peaked at $2.15M in Q4 2014.
618 funds tracked by Wall St. Rank held Ametek as of Q1 2020.

Based on Univest Financial's 13F filing for Q1 2020, filed 5 May 2020.