WIM
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Waverton Investment Management’s Ametek AME Stock Holding History

Waverton Investment Management’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
2019
Q3 		– Sell
-10,655
Closed -$968K – 77
2019
Q2 		$968K Buy
+10,655
New +$913K 0.05% 59
2018
Q1 		– Sell
-12,288
Closed -$891K – 75
2017
Q4 		$891K Hold
12,288
– – 0.05% 60
2017
Q3 		$811K Buy
+12,288
New +$777K 0.05% 57
2014
Q4 		– Sell
-161,210
Closed -$8.09M – 95
2014
Q3 		$8.09M Buy
161,210
+190
+0.1% +$9.86K 0.56% 42
2014
Q2 		$8.42M Sell
161,020
-78,520
-33% -$4.13M 0.55% 42
2014
Q1 		$12.3M Buy
239,540
+161,020
+205% +$8.34M 0.59% 40
2013
Q4 		$4.14M Buy
78,520
+10,900
+16% +$526K 0.21% 85
2013
Q3 		$3.11M Buy
+67,620
New +$3.05M 0.18% 96

Other funds holding AME

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BlackRock
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return