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Lenox Wealth Management’s Agilent Technologies A Stock Holding History

Lenox 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
2020
Q2 		$19K Buy
219
+15
+7% +$1.23K 0.01% 355
2020
Q1 		$14K Sell
204
-13
-6% -$1.04K ﹤0.01% 352
2019
Q4 		$19K Sell
217
-156
-42% -$12.3K 0.01% 363
2019
Q3 		$28K Buy
373
+2
+0.5% +$144 0.01% 315
2019
Q2 		$27K Hold
371
– – 0.01% 307
2019
Q1 		$30K Hold
371
– – 0.01% 286
2018
Q4 		$25K Buy
371
+90
+32% +$6.05K 0.01% 261
2018
Q3 		$20K Buy
281
+26
+10% +$1.72K 0.01% 321
2018
Q2 		$16K Buy
255
+19
+8% +$1.24K 0.01% 319
2018
Q1 		$15K Buy
236
+1
+0.4% +$70 ﹤0.01% 325
2017
Q4 		$16K Hold
235
– – ﹤0.01% 335
2017
Q3 		$15K Sell
235
-16
-6% -$997 0.01% 345
2017
Q2 		$15K Sell
251
-224
-47% -$12.8K 0.01% 334
2017
Q1 		$25K Sell
475
-340
-42% -$17.2K 0.02% 130
2016
Q4 		$37K Sell
815
-218
-21% -$9.89K 0.03% 121
2016
Q3 		$49K Sell
1,033
-29
-3% -$1.35K 0.04% 101
2016
Q2 		$47K Sell
1,062
-18
-2% -$776 0.03% 106
2016
Q1 		$43K Sell
1,080
-278
-20% -$10.6K 0.03% 116
2015
Q4 		$57K Sell
1,358
-419
-24% -$16.2K 0.04% 104
2015
Q3 		$61K Buy
1,777
+185
+12% +$7K 0.05% 71
2015
Q2 		$61K Sell
1,592
-2
-0.1% -$83 0.05% 74
2015
Q1 		$66K Sell
1,594
-138
-8% -$5.58K 0.05% 74
2014
Q4 		$70K Sell
1,732
-906
-34% -$36.5K 0.05% 74
2014
Q3 		$108K Sell
2,638
-66
-2% -$2.69K 0.07% 63
2014
Q2 		$111K Sell
2,704
-306
-10% -$12.3K 0.08% 67
2014
Q1 		$120K Sell
3,010
-291
-9% -$12K 0.06% 70
2013
Q4 		$135K Buy
+3,301
New +$125K 0.09% 70

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lenox Wealth Management's A Position: Q2 2020 in Review

Lenox Wealth Management increased its Agilent Technologies (A) stake by 7.4% in Q2 2020, buying an estimated $1.23K and bringing the position to 219 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #355.

Lenox Wealth Management first reported a position in A in Q4 2013 and has held it in 27 quarters since. The position peaked at $135K in Q4 2013. 747 funds tracked by Wall St. Rank hold A as of Q2 2020.

  • Lenox Wealth Management held 219 shares of Agilent Technologies worth $19K as of Q2 2020.
  • Lenox Wealth Management bought 15 Agilent Technologies shares in Q2 2020, an estimated $1.23K.
  • Agilent Technologies made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #355 holding.
  • Lenox Wealth Management first reported a position in Agilent Technologies in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's Agilent Technologies position peaked at $135K in Q4 2013.
  • 747 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.