Copeland Capital Management’s Agilent Technologies A Stock Holding History

Copeland Capital Management’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
2025 Q1	–	Sell	-29	Closed	-$3.9K	–	284
2024 Q4	$3.9K	Hold	29	–	–	﹤0.01%	253
2024 Q3	$4.31K	Buy	+29	New	+$3.97K	﹤0.01%	236
2024 Q2	–	Sell	-29	Closed	-$4.22K	–	147
2024 Q1	$4.22K	Hold	29	–	–	﹤0.01%	231
2023 Q4	$4.03K	Buy	+29	New	+$3.45K	﹤0.01%	227
2020 Q2	–	Sell	-33	Closed	-$2K	–	271
2020 Q1	$2K	Hold	33	–	–	﹤0.01%	206
2019 Q4	$3K	Hold	33	–	–	﹤0.01%	226
2019 Q3	$3K	Buy	+33	New	+$2.38K	﹤0.01%	221

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Copeland Capital Management's A Position: Q1 2025 in Review

Copeland Capital Management sold out of Agilent Technologies (A) in Q1 2025, closing a stake of 29 shares — an estimated $3.9K sold.

Copeland Capital Management first reported a position in A in Q3 2019 and held it in 7 quarters. The position peaked at $4.31K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold A as of Q1 2025.

Copeland Capital Management reported no remaining Agilent Technologies position as of Q1 2025 after selling out during the quarter.
Copeland Capital Management sold 29 Agilent Technologies shares in Q1 2025, an estimated $3.9K.
Copeland Capital Management first reported a position in Agilent Technologies in Q3 2019 and held it in 7 quarters.
Copeland Capital Management's Agilent Technologies position peaked at $4.31K in Q3 2024.
1,019 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2025.

Based on Copeland Capital Management's 13F filing for Q1 2025, filed 24 Apr 2025.