Capital Planning’s Agilent Technologies A Stock Holding History

Capital Planning’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
2024 Q4	–	Sell	-2,047	Closed	-$304K	–	91
2024 Q3	$304K	Buy	2,047 +18	+0.9%	+$2.46K	0.09%	72
2024 Q2	$263K	Hold	2,029	–	–	0.08%	73
2024 Q1	$295K	Hold	2,029	–	–	0.1%	68
2023 Q4	$283K	Hold	2,029	–	–	0.1%	69
2023 Q3	$227K	Hold	2,029	–	–	0.09%	71
2023 Q2	$244K	Hold	2,029	–	–	0.1%	68
2023 Q1	$281K	Hold	2,029	–	–	0.12%	65
2022 Q4	$304K	Hold	2,029	–	–	0.14%	66
2022 Q3	$247K	Hold	2,029	–	–	0.14%	55
2022 Q2	$241K	Hold	2,029	–	–	0.13%	55
2022 Q1	$268K	Hold	2,029	–	–	0.1%	56
2021 Q4	$324K	Hold	2,029	–	–	0.12%	59
2021 Q3	$320K	Hold	2,029	–	–	0.13%	61
2021 Q2	$300K	Hold	2,029	–	–	0.13%	61
2021 Q1	$258K	Hold	2,029	–	–	0.11%	57
2020 Q4	$240K	Buy	+2,029	New	+$224K	0.11%	64

Other funds holding A

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital Planning's A Position: Q4 2024 in Review

Capital Planning sold out of Agilent Technologies (A) in Q4 2024, closing a stake of 2,047 shares — an estimated $304K sold.

Capital Planning first reported a position in A in Q4 2020 and held it in 16 quarters. The position peaked at $324K in Q4 2021. 1,077 funds tracked by Wall St. Rank hold A as of Q4 2024.

Capital Planning reported no remaining Agilent Technologies position as of Q4 2024 after selling out during the quarter.
Capital Planning sold 2,047 Agilent Technologies shares in Q4 2024, an estimated $304K.
Capital Planning first reported a position in Agilent Technologies in Q4 2020 and held it in 16 quarters.
Capital Planning's Agilent Technologies position peaked at $324K in Q4 2021.
1,077 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2024.

Based on Capital Planning's 13F filing for Q4 2024, filed 15 Jan 2025.