Berman Capital Advisors’s Agilent Technologies A Stock Holding History

Berman Capital Advisors’s Portfolio A Stock Details A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$160K	Buy	1,022 +136	+15%	+$22K	0.03%	318
2021 Q2	$130K	Buy	886 +215	+32%	+$29.3K	0.02%	314
2021 Q1	$85K	Buy	671 +230	+52%	+$28.4K	0.02%	342
2020 Q4	$52K	Buy	441 +33	+8%	+$3.65K	0.01%	402
2020 Q3	$41K	Hold	408	–	–	0.01%	393
2020 Q2	$36K	Buy	408 +8	+2%	+$655	0.01%	396
2020 Q1	$28K	Buy	400 +162	+68%	+$13K	0.01%	408
2019 Q4	$20K	Buy	238 +1	+0.4%	+$79	0.01%	529
2019 Q3	$18K	Hold	237	–	–	0.01%	531
2019 Q2	$17K	Sell	237 -81	-25%	-$6K	0.01%	556
2019 Q1	$25K	Buy	318 +95	+43%	+$7.21K	0.01%	402
2018 Q4	$15K	Buy	+223	New	+$15K	0.01%	431

Other funds holding A

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Berman Capital Advisors's A Position: Q3 2021 in Review

Berman Capital Advisors increased its Agilent Technologies (A) stake by 15% in Q3 2021, buying an estimated $22K and bringing the position to 1,022 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #318.

Berman Capital Advisors first reported a position in A in Q4 2018 and has held it in 12 quarters since. 942 funds tracked by Wall St. Rank hold A as of Q3 2021.

Berman Capital Advisors held 1,022 shares of Agilent Technologies worth $160K as of Q3 2021.
Berman Capital Advisors bought 136 Agilent Technologies shares in Q3 2021, an estimated $22K.
Agilent Technologies made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #318 holding.
Berman Capital Advisors first reported a position in Agilent Technologies in Q4 2018 and has held it in 12 quarters since.
942 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.