Zhang Financial’s Ametek AME Stock Holding History

Zhang 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
2018 Q1	–	Sell	-2,829	Closed	-$210K	–	78
2017 Q4	$210K	Buy	+2,829	New	+$197K	0.1%	76
2017 Q2	–	Sell	-2,829	Closed	-$210K	–	78
2017 Q1	$210K	Sell	2,829 -2,830	-50%	-$149K	0.1%	73
2016 Q4	$288K	Hold	5,659	–	–	0.16%	59
2016 Q3	$270K	Hold	5,659	–	–	0.15%	64
2016 Q2	$262K	Hold	5,659	–	–	0.14%	67
2016 Q1	$283K	Hold	5,659	–	–	0.16%	62
2015 Q4	$303K	Sell	5,659 -5,660	-50%	-$310K	0.18%	55
2015 Q3	$592K	Buy	+11,319	New	+$610K	0.38%	38

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Zhang Financial's AME Position: Q1 2018 in Review

Zhang Financial sold out of Ametek (AME) in Q1 2018, closing a stake of 2,829 shares — an estimated $210K sold.

Zhang Financial first reported a position in AME in Q3 2015 and held it in 8 quarters. The position peaked at $592K in Q3 2015. 580 funds tracked by Wall St. Rank hold AME as of Q1 2018.

Zhang Financial reported no remaining Ametek position as of Q1 2018 after selling out during the quarter.
Zhang Financial sold 2,829 Ametek shares in Q1 2018, an estimated $210K.
Zhang Financial first reported a position in Ametek in Q3 2015 and held it in 8 quarters.
Zhang Financial's Ametek position peaked at $592K in Q3 2015.
580 funds tracked by Wall St. Rank held Ametek as of Q1 2018.

Based on Zhang Financial's 13F filing for Q1 2018, filed 24 May 2019.