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Squar Milner Financial Services’s Agilent Technologies A Stock Holding History

Squar Milner Financial Services’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 		– Sell
-37
Closed -$2K – 215
2020
Q1 		$2K Hold
37
– – ﹤0.01% 655
2019
Q4 		$3K Buy
+37
New +$2.91K ﹤0.01% 678
2019
Q3 		– Sell
-55
Closed -$4K – 220
2019
Q2 		$4K Hold
55
– – ﹤0.01% 610
2019
Q1 		$4K Hold
55
– – ﹤0.01% 679
2018
Q4 		$4K Hold
55
– – ﹤0.01% 581
2018
Q3 		$4K Hold
55
– – ﹤0.01% 635
2018
Q2 		$3K Buy
+55
New +$3.59K ﹤0.01% 770

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's A Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Agilent Technologies (A) in Q2 2020, closing a stake of 37 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in A in Q2 2018 and held it in 7 quarters. The position peaked at $4K in Q2 2019. 746 funds tracked by Wall St. Rank hold A as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Agilent Technologies position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 37 Agilent Technologies shares in Q2 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Agilent Technologies in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Agilent Technologies position peaked at $4K in Q2 2019.
  • 746 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.