Zacks Investment Management’s Ametek AME Stock Holding History

Zacks 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
2024 Q4	–	Sell	-1,659	Closed	-$285K	–	673
2024 Q3	$285K	Buy	+1,659	New	+$277K	﹤0.01%	563
2020 Q1	–	Sell	-18,533	Closed	-$1.85M	–	496
2019 Q4	$1.85M	Buy	18,533 +378	+2%	+$35.8K	0.03%	285
2019 Q3	$1.67M	Buy	18,155 +1,089	+6%	+$96.1K	0.03%	295
2019 Q2	$1.55M	Buy	17,066 +1,469	+9%	+$126K	0.03%	319
2019 Q1	$1.29M	Buy	+15,597	New	+$1.19M	0.03%	347
2015 Q4	–	Sell	-6,964	Closed	-$364K	–	560
2015 Q3	$364K	Buy	+6,964	New	+$376K	0.01%	478
2015 Q1	–	Sell	-14,189	Closed	-$747K	–	619
2014 Q4	$747K	Sell	14,189 -5,943	-30%	-$302K	0.02%	318
2014 Q3	$1.01M	Buy	20,132 +7,345	+57%	+$381K	0.04%	252
2014 Q2	$668K	Buy	12,787 +1,334	+12%	+$70.1K	0.02%	354
2014 Q1	$590K	Buy	+11,453	New	+$593K	0.02%	352
2013 Q3	–	Sell	-12,007	Closed	-$508K	–	638
2013 Q2	$508K	Buy	+12,007	New	+$501K	0.02%	305

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

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

T. Rowe Price Associates

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

Fidelity Investments

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase

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

Geode Capital Management

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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