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Disciplined Investments’s Agilent Technologies A Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-21
Closed -$2.52K – 108
2023
Q2 		$2.52K Hold
21
– – ﹤0.01% 571
2023
Q1 		$2.9K Sell
21
-4
-16% -$585 ﹤0.01% 531
2022
Q4 		$3.74K Buy
25
+5
+25% +$714 ﹤0.01% 442
2022
Q3 		$2K Sell
20
-10
-33% -$1.28K ﹤0.01% 562
2022
Q2 		$4K Sell
30
-3
-9% -$369 ﹤0.01% 459
2022
Q1 		$4K Buy
+33
New +$4.54K ﹤0.01% 476

Other funds holding A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Disciplined Investments's A Position: Q3 2023 in Review

Disciplined Investments sold out of Agilent Technologies (A) in Q3 2023, closing a stake of 21 shares — an estimated $2.52K sold.

Disciplined Investments first reported a position in A in Q1 2022 and held it in 6 quarters. The position peaked at $4K in Q2 2022. 917 funds tracked by Wall St. Rank hold A as of Q3 2023.

  • Disciplined Investments reported no remaining Agilent Technologies position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 21 Agilent Technologies shares in Q3 2023, an estimated $2.52K.
  • Disciplined Investments first reported a position in Agilent Technologies in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Agilent Technologies position peaked at $4K in Q2 2022.
  • 917 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.