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Simplicity Solutions’s Agilent Technologies A Stock Holding History

Simplicity Solutions’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
2023
Q4 		$885K Buy
6,364
+2,587
+68% +$308K 0.02% 474
2023
Q3 		$422K Sell
3,777
-688
-15% -$82.4K 0.01% 646
2023
Q2 		$537K Sell
4,465
-53,916
-92% -$6.87M 0.01% 641
2023
Q1 		$8.08M Buy
58,381
+54,663
+1,470% +$7.99M 0.21% 94
2022
Q4 		$556K Buy
3,718
+592
+19% +$84.5K 0.08% 312
2022
Q3 		$380K Buy
3,126
+1,042
+50% +$134K 0.06% 384
2022
Q2 		$248K Buy
2,084
+222
+12% +$27.3K 0.03% 490
2022
Q1 		$246K Sell
1,862
-1,680
-47% -$231K 0.03% 536
2021
Q4 		$566K Buy
3,542
+1,850
+109% +$288K 0.06% 349
2021
Q3 		$267K Buy
1,692
+135
+9% +$21.8K 0.04% 480
2021
Q2 		$230K Buy
+1,557
New +$212K 0.05% 466
2021
Q1 		– Sell
-13,017
Closed -$1.54M – 485
2020
Q4 		$1.54M Buy
13,017
+882
+7% +$97.6K 0.02% 445
2020
Q3 		$1.23M Sell
12,135
-929
-7% -$89.8K 0.02% 437
2020
Q2 		$1.15M Sell
13,064
-3,626
-22% -$297K 0.02% 432
2020
Q1 		$1.2M Buy
16,690
+2,947
+21% +$237K 0.04% 309
2019
Q4 		$1.17M Buy
13,743
+3,673
+36% +$289K 0.04% 354
2019
Q3 		$772K Buy
10,070
+2,346
+30% +$169K 0.03% 349
2019
Q2 		$577K Buy
+7,724
New +$572K 0.02% 336

Other funds holding A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Simplicity Solutions's A Position: Q4 2023 in Review

Simplicity Solutions increased its Agilent Technologies (A) stake by 68% in Q4 2023, buying an estimated $308K and bringing the position to 6,364 shares worth $885K. The position accounts for 0.02% of the portfolio, ranked #474.

Simplicity Solutions first reported a position in A in Q2 2019 and has held it in 18 quarters since. The position peaked at $8.08M in Q1 2023. 1,003 funds tracked by Wall St. Rank hold A as of Q4 2023.

  • Simplicity Solutions held 6,364 shares of Agilent Technologies worth $885K as of Q4 2023.
  • Simplicity Solutions bought 2,587 Agilent Technologies shares in Q4 2023, an estimated $308K.
  • Agilent Technologies made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #474 holding.
  • Simplicity Solutions first reported a position in Agilent Technologies in Q2 2019 and has held it in 18 quarters since.
  • Simplicity Solutions's Agilent Technologies position peaked at $8.08M in Q1 2023.
  • 1,003 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.