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Monumental Financial Group’s Agilent Technologies A Stock Holding History

Monumental Financial Group’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
Q3 		$1.03M Sell
6,960
-1,163
-14% -$159K 0.38% 30
2024
Q2 		$1.05M Sell
8,123
-1,064
-12% -$149K 0.46% 28
2024
Q1 		$1.34M Sell
9,187
-306
-3% -$41.9K 0.71% 25
2023
Q4 		$1.32M Buy
9,493
+89
+0.9% +$10.6K 0.79% 21
2023
Q3 		$1.05M Buy
9,404
+403
+4% +$48.3K 0.7% 30
2023
Q2 		$1.08M Buy
+9,001
New +$1.15M 0.73% 26

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Monumental Financial Group's A Position: Q3 2024 in Review

Monumental Financial Group reduced its Agilent Technologies (A) stake by 14% in Q3 2024, selling an estimated $159K and leaving 6,960 shares worth $1.03M. The position accounts for 0.38% of the portfolio, ranked #30.

Monumental Financial Group first reported a position in A in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.34M in Q1 2024. 1,051 funds tracked by Wall St. Rank hold A as of Q3 2024.

  • Monumental Financial Group held 6,960 shares of Agilent Technologies worth $1.03M as of Q3 2024.
  • Monumental Financial Group sold 1,163 Agilent Technologies shares in Q3 2024, an estimated $159K.
  • Agilent Technologies made up 0.38% of Monumental Financial Group's portfolio in Q3 2024, its #30 holding.
  • Monumental Financial Group first reported a position in Agilent Technologies in Q2 2023 and has held it in 6 quarters since.
  • Monumental Financial Group's Agilent Technologies position peaked at $1.34M in Q1 2024.
  • 1,051 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.