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Lee Financial’s Agilent Technologies A Stock Holding History

Lee Financial’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
Q1 		– Sell
-30
Closed -$4.17K – 144
2023
Q4 		$4.17K Sell
30
-18
-38% -$2.14K ﹤0.01% 588
2023
Q3 		$5.37K Buy
48
+30
+167% +$3.6K ﹤0.01% 508
2023
Q2 		$2.17K Hold
18
– – ﹤0.01% 645
2023
Q1 		$2.49K Sell
18
-4
-18% -$585 ﹤0.01% 633
2022
Q4 		$3.29K Hold
22
– – ﹤0.01% 605
2022
Q3 		$2K Buy
22
+1
+5% +$128 ﹤0.01% 642
2022
Q2 		$2K Buy
+21
New +$2.58K ﹤0.01% 656
2018
Q4 		– Sell
-114
Closed -$8K – 433
2018
Q3 		$8K Sell
114
-119
-51% -$7.88K ﹤0.01% 359
2018
Q2 		$14K Hold
233
– – ﹤0.01% 411
2018
Q1 		$16K Buy
233
+119
+104% +$8.34K ﹤0.01% 383
2017
Q4 		$8K Sell
114
-86
-43% -$5.8K ﹤0.01% 364
2017
Q3 		$13K Buy
+200
New +$12.5K ﹤0.01% 287

Other funds holding A

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return