Newfound Research’s Agilent Technologies A Stock Holding History

Newfound Research’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 Q3	$87K	Sell	718 -111	-13%	-$14.3K	0.21%	25
2022 Q2	$98K	Sell	829 -44	-5%	-$5.41K	0.21%	34
2022 Q1	$116K	Buy	+873	New	+$120K	0.15%	86
2021 Q4	–	Sell	-396	Closed	-$62K	–	123
2021 Q3	$62K	Sell	396 -237	-37%	-$38.3K	0.1%	108
2021 Q2	$94K	Buy	633 +100	+19%	+$13.6K	0.19%	23
2021 Q1	$68K	Sell	533 -610	-53%	-$75.4K	0.16%	78
2020 Q4	$135K	Buy	1,143 +823	+257%	+$91K	0.35%	16
2020 Q3	$32K	Buy	+320	New	+$30.9K	0.09%	70

Other funds holding A

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $757B AUM 28.64% 1-Year Est. Return

Newfound Research's A Position: Q3 2022 in Review

Newfound Research reduced its Agilent Technologies (A) stake by 13% in Q3 2022, selling an estimated $14.3K and leaving 718 shares worth $87K. The position accounts for 0.21% of the portfolio, ranked #25.

Newfound Research first reported a position in A in Q3 2020 and has held it in 8 quarters since. The position peaked at $135K in Q4 2020. 896 funds tracked by Wall St. Rank hold A as of Q3 2022.

Newfound Research held 718 shares of Agilent Technologies worth $87K as of Q3 2022.
Newfound Research sold 111 Agilent Technologies shares in Q3 2022, an estimated $14.3K.
Agilent Technologies made up 0.21% of Newfound Research's portfolio in Q3 2022, its #25 holding.
Newfound Research first reported a position in Agilent Technologies in Q3 2020 and has held it in 8 quarters since.
Newfound Research's Agilent Technologies position peaked at $135K in Q4 2020.
896 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.