Sugarloaf Wealth Management’s Agilent Technologies A Stock Holding History

Sugarloaf Wealth Management’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 Q4	–	Sell	-15	Closed	-$2.23K	–	687
2024 Q3	$2.23K	Hold	15	–	–	﹤0.01%	615
2024 Q2	$1.94K	Hold	15	–	–	﹤0.01%	589
2024 Q1	$2.18K	Hold	15	–	–	﹤0.01%	589
2023 Q4	$2.08K	Hold	15	–	–	﹤0.01%	598
2023 Q3	$1.68K	Hold	15	–	–	﹤0.01%	609
2023 Q2	$1.8K	Hold	15	–	–	﹤0.01%	623
2023 Q1	$2.08K	Hold	15	–	–	﹤0.01%	613
2022 Q4	$2.25K	Hold	15	–	–	﹤0.01%	664
2022 Q3	$2K	Hold	15	–	–	﹤0.01%	695
2022 Q2	$2K	Hold	15	–	–	﹤0.01%	685
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	630
2021 Q4	$2K	Hold	15	–	–	﹤0.01%	660
2021 Q3	$2K	Hold	15	–	–	﹤0.01%	675
2021 Q2	$2K	Hold	15	–	–	﹤0.01%	664
2021 Q1	$2	Hold	15	–	–	﹤0.01%	658
2020 Q4	$2K	Hold	15	–	–	﹤0.01%	623
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	601
2020 Q2	$1K	Hold	15	–	–	﹤0.01%	625
2020 Q1	$1K	Hold	15	–	–	﹤0.01%	629
2019 Q4	$1K	Buy	+15	New	+$1.18K	﹤0.01%	656

Other funds holding A

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sugarloaf Wealth Management's A Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of Agilent Technologies (A) in Q4 2024, closing a stake of 15 shares — an estimated $2.23K sold.

Sugarloaf Wealth Management first reported a position in A in Q4 2019 and held it in 20 quarters. The position peaked at $2.25K in Q4 2022. 1,077 funds tracked by Wall St. Rank hold A as of Q4 2024.

Sugarloaf Wealth Management reported no remaining Agilent Technologies position as of Q4 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 15 Agilent Technologies shares in Q4 2024, an estimated $2.23K.
Sugarloaf Wealth Management first reported a position in Agilent Technologies in Q4 2019 and held it in 20 quarters.
Sugarloaf Wealth Management's Agilent Technologies position peaked at $2.25K in Q4 2022.
1,077 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.