Kaizen Advisory’s Agilent Technologies A Stock Holding History

Kaizen Advisory’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
2018 Q4	$58K	Buy	853 +37	+5%	+$2.49K	0.04%	305
2018 Q3	$58K	Hold	816	–	–	0.03%	306
2018 Q2	$50K	Buy	816 +503	+161%	+$32.8K	0.03%	328
2018 Q1	$21K	Hold	313	–	–	0.02%	317
2017 Q4	$21K	Buy	+313	New	+$21.1K	0.01%	316

Other funds holding A

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kaizen Advisory's A Position: Q4 2018 in Review

Kaizen Advisory increased its Agilent Technologies (A) stake by 4.5% in Q4 2018, buying an estimated $2.49K and bringing the position to 853 shares worth $58K. The position accounts for 0.04% of the portfolio, ranked #305.

Kaizen Advisory first reported a position in A in Q4 2017 and has held it in 5 quarters since. 692 funds tracked by Wall St. Rank hold A as of Q4 2018.

Kaizen Advisory held 853 shares of Agilent Technologies worth $58K as of Q4 2018.
Kaizen Advisory bought 37 Agilent Technologies shares in Q4 2018, an estimated $2.49K.
Agilent Technologies made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #305 holding.
Kaizen Advisory first reported a position in Agilent Technologies in Q4 2017 and has held it in 5 quarters since.
692 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.