Elmwood Wealth Management’s Agilent Technologies A Stock Holding History

Elmwood Wealth 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
2022 Q1	–	Sell	-500	Closed	-$80K	–	114
2021 Q4	$80K	Buy	+500	New	+$77.9K	0.04%	163
2021 Q2	$74K	Hold	500	–	–	0.04%	149
2021 Q1	$64K	Buy	+500	New	+$61.8K	0.04%	150
2020 Q3	$44K	Hold	500	–	–	0.04%	137
2020 Q2	$44K	Sell	500 -268	-35%	-$22K	0.04%	137
2020 Q1	$51.4K	Buy	+768	New	+$61.7K	0.05%	125
2019 Q4	–	Sell	-500	Closed	-$38K	–	87
2019 Q3	$38K	Hold	500	–	–	0.04%	121
2019 Q2	$37K	Hold	500	–	–	0.03%	134
2019 Q1	$40K	Sell	500 -168	-25%	-$12.8K	0.04%	130
2018 Q4	$45K	Hold	668	–	–	0.04%	131
2018 Q3	$47.1K	Sell	668 -100	-13%	-$6.62K	0.04%	137
2018 Q2	$47.5K	Hold	768	–	–	0.04%	133
2018 Q1	$51.4K	Buy	+768	New	+$53.8K	0.05%	125

Other funds holding A

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $860B AUM 41.15% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Elmwood Wealth Management's A Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Agilent Technologies (A) in Q1 2022, closing a stake of 500 shares — an estimated $80K sold.

Elmwood Wealth Management first reported a position in A in Q1 2018 and held it in 13 quarters. The position peaked at $80K in Q4 2021. 933 funds tracked by Wall St. Rank hold A as of Q1 2022.

Elmwood Wealth Management reported no remaining Agilent Technologies position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 500 Agilent Technologies shares in Q1 2022, an estimated $80K.
Elmwood Wealth Management first reported a position in Agilent Technologies in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Agilent Technologies position peaked at $80K in Q4 2021.
933 funds tracked by Wall St. Rank held Agilent Technologies as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.