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Annapolis Financial Services’s Trimble TRMB Stock Holding History

Annapolis Financial Services’s Portfolio TRMB Stock Details TRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,800
Closed -$96.9K – 500
2023
Q3 		$96.9K Hold
1,800
– – 0.03% 144
2023
Q2 		$95.3K Hold
1,800
– – 0.03% 149
2023
Q1 		$94.4K Hold
1,800
– – 0.03% 143
2022
Q4 		$91K Buy
+1,800
New +$100K 0.03% 142

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Annapolis Financial Services's TRMB Position: Q4 2023 in Review

Annapolis Financial Services sold out of Trimble (TRMB) in Q4 2023, closing a stake of 1,800 shares — an estimated $96.9K sold.

Annapolis Financial Services first reported a position in TRMB in Q4 2022 and held it in 4 quarters. The position peaked at $96.9K in Q3 2023. 574 funds tracked by Wall St. Rank hold TRMB as of Q4 2023.

  • Annapolis Financial Services reported no remaining Trimble position as of Q4 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 1,800 Trimble shares in Q4 2023, an estimated $96.9K.
  • Annapolis Financial Services first reported a position in Trimble in Q4 2022 and held it in 4 quarters.
  • Annapolis Financial Services's Trimble position peaked at $96.9K in Q3 2023.
  • 574 funds tracked by Wall St. Rank held Trimble as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.