Berman Capital Advisors’s Garmin GRMN Stock Holding History

Berman Capital Advisors’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
2021 Q3	$35K	Buy	230 +134	+140%	+$21.8K	0.01%	810
2021 Q2	$14K	Sell	96 -8	-8%	-$1.12K	﹤0.01%	1022
2021 Q1	$13K	Buy	104 +39	+60%	+$4.85K	﹤0.01%	940
2020 Q4	$7K	Buy	65 +26	+67%	+$2.88K	﹤0.01%	1041
2020 Q3	$3K	Hold	39	–	–	﹤0.01%	1193
2020 Q2	$3K	Sell	39 -15	-28%	-$1.28K	﹤0.01%	1137
2020 Q1	$3K	Buy	54 +16	+42%	+$1.45K	﹤0.01%	1034
2019 Q4	$3K	Hold	38	–	–	﹤0.01%	1100
2019 Q3	$3K	Hold	38	–	–	﹤0.01%	1076
2019 Q2	$3K	Hold	38	–	–	﹤0.01%	1090
2019 Q1	$3K	Buy	38 +14	+58%	+$1.05K	﹤0.01%	1000
2018 Q4	$1K	Buy	+24	New	+$1.55K	﹤0.01%	994

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Berman Capital Advisors's GRMN Position: Q3 2021 in Review

Berman Capital Advisors increased its Garmin (GRMN) stake by 140% in Q3 2021, buying an estimated $21.8K and bringing the position to 230 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #810.

Berman Capital Advisors first reported a position in GRMN in Q4 2018 and has held it in 12 quarters since. 697 funds tracked by Wall St. Rank hold GRMN as of Q3 2021.

Berman Capital Advisors held 230 shares of Garmin worth $35K as of Q3 2021.
Berman Capital Advisors bought 134 Garmin shares in Q3 2021, an estimated $21.8K.
Garmin made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #810 holding.
Berman Capital Advisors first reported a position in Garmin in Q4 2018 and has held it in 12 quarters since.
697 funds tracked by Wall St. Rank held Garmin as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.