AG
GRMN

Appleton Group’s Garmin GRMN Stock Holding History

Appleton Group’s Portfolio GRMN Stock Details GRMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$272K Sell
2,589
-87
-3% -$9.15K 0.95% 21
2023
Q2 		$279K Buy
+2,676
New +$273K 0.39% 25
2023
Q1 		– Sell
-3,351
Closed -$309K – 37
2022
Q4 		$309K Buy
+3,351
New +$296K 0.45% 25
2022
Q2 		– Sell
-2,973
Closed -$353K – 34
2022
Q1 		$353K Buy
2,973
+1,078
+57% +$130K 0.49% 25
2021
Q4 		$258K Sell
1,895
-755
-28% -$109K 0.26% 49
2021
Q3 		$412K Hold
2,650
– – 0.35% 22
2021
Q2 		$383K Buy
2,650
+5
+0.2% +$702 0.29% 32
2021
Q1 		$349K Buy
+2,645
New +$329K 0.46% 28

Other funds holding GRMN

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Appleton Group's GRMN Position: Q3 2023 in Review

Appleton Group reduced its Garmin (GRMN) stake by 3.3% in Q3 2023, selling an estimated $9.15K and leaving 2,589 shares worth $272K. The position accounts for 0.95% of the portfolio, ranked #21.

Appleton Group first reported a position in GRMN in Q1 2021 and has held it in 8 quarters since. The position peaked at $412K in Q3 2021. 660 funds tracked by Wall St. Rank hold GRMN as of Q3 2023.

  • Appleton Group held 2,589 shares of Garmin worth $272K as of Q3 2023.
  • Appleton Group sold 87 Garmin shares in Q3 2023, an estimated $9.15K.
  • Garmin made up 0.95% of Appleton Group's portfolio in Q3 2023, its #21 holding.
  • Appleton Group first reported a position in Garmin in Q1 2021 and has held it in 8 quarters since.
  • Appleton Group's Garmin position peaked at $412K in Q3 2021.
  • 660 funds tracked by Wall St. Rank held Garmin as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.