PAI
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Pittenger & Anderson Inc’s Agilent Technologies A Stock Holding History

Pittenger & Anderson Inc’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
2025
Q1 		– Sell
-1,000
Closed -$134K – 427
2024
Q4 		$134K Hold
1,000
– – ﹤0.01% 243
2024
Q3 		$148K Hold
1,000
– – 0.01% 248
2024
Q2 		$130K Hold
1,000
– – 0.01% 248
2024
Q1 		$146K Hold
1,000
– – 0.01% 241
2023
Q4 		$139K Buy
+1,000
New +$119K 0.01% 242
2017
Q2 		– Sell
-100
Closed -$5K – 359
2017
Q1 		$5K Hold
100
– – ﹤0.01% 325
2016
Q4 		$5K Hold
100
– – ﹤0.01% 349
2016
Q3 		$5K Buy
+100
New +$4.67K ﹤0.01% 342

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return