Waterloo Capital’s Ametek AME Stock Holding History

Waterloo Capital’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 Q3	–	Sell	-1,602	Closed	-$259K	–	186
2023 Q2	$259K	Buy	+1,602	New	+$234K	0.08%	152

Other funds holding AME

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Waterloo Capital's AME Position: Q3 2023 in Review

Waterloo Capital sold out of Ametek (AME) in Q3 2023, closing a stake of 1,602 shares — an estimated $259K sold.

Waterloo Capital first reported a position in AME in Q2 2023 and held it in 1 quarter. The position peaked at $259K in Q2 2023. 810 funds tracked by Wall St. Rank hold AME as of Q3 2023.

Waterloo Capital reported no remaining Ametek position as of Q3 2023 after selling out during the quarter.
Waterloo Capital sold 1,602 Ametek shares in Q3 2023, an estimated $259K.
Waterloo Capital first reported a position in Ametek in Q2 2023 and held it in 1 quarter.
Waterloo Capital's Ametek position peaked at $259K in Q2 2023.
810 funds tracked by Wall St. Rank held Ametek as of Q3 2023.

Based on Waterloo Capital's 13F filing for Q3 2023, filed 14 Nov 2023.