Berkeley Inc’s Garmin GRMN Stock Holding History

Berkeley Inc’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
2022 Q3	–	Sell	-2,315	Closed	-$227K	–	80
2022 Q2	$227K	Buy	2,315 +5	+0.2%	+$527	0.18%	77
2022 Q1	$274K	Buy	+2,310	New	+$278K	0.19%	78

Other funds holding GRMN

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berkeley Inc's GRMN Position: Q3 2022 in Review

Berkeley Inc sold out of Garmin (GRMN) in Q3 2022, closing a stake of 2,315 shares — an estimated $227K sold.

Berkeley Inc first reported a position in GRMN in Q1 2022 and held it in 2 quarters. The position peaked at $274K in Q1 2022. 605 funds tracked by Wall St. Rank hold GRMN as of Q3 2022.

Berkeley Inc reported no remaining Garmin position as of Q3 2022 after selling out during the quarter.
Berkeley Inc sold 2,315 Garmin shares in Q3 2022, an estimated $227K.
Berkeley Inc first reported a position in Garmin in Q1 2022 and held it in 2 quarters.
Berkeley Inc's Garmin position peaked at $274K in Q1 2022.
605 funds tracked by Wall St. Rank held Garmin as of Q3 2022.

Based on Berkeley Inc's 13F filing for Q3 2022, filed 4 Mar 2025.