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Berman Capital Advisors’s Trimble TRMB Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$72K Buy
886
+414
+88% +$36.4K 0.01% 542
2021
Q2 		$38K Buy
472
+71
+18% +$5.64K 0.01% 686
2021
Q1 		$31K Buy
401
+300
+297% +$21.7K 0.01% 650
2020
Q4 		$6K Buy
101
+17
+20% +$976 ﹤0.01% 1104
2020
Q3 		$4K Hold
84
– – ﹤0.01% 1142
2020
Q2 		$3K Buy
84
+37
+79% +$1.39K ﹤0.01% 1185
2020
Q1 		$1K Sell
47
-216
-82% -$8.45K ﹤0.01% 1374
2019
Q4 		$10K Buy
263
+33
+14% +$1.31K ﹤0.01% 752
2019
Q3 		$8K Hold
230
– – ﹤0.01% 800
2019
Q2 		$10K Hold
230
– – ﹤0.01% 743
2019
Q1 		$9K Buy
230
+111
+93% +$4.21K ﹤0.01% 706
2018
Q4 		$3K Buy
+119
New +$4.38K ﹤0.01% 825

Other funds holding TRMB

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Berman Capital Advisors increased its Trimble (TRMB) stake by 88% in Q3 2021, buying an estimated $36.4K and bringing the position to 886 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #542.

Berman Capital Advisors first reported a position in TRMB in Q4 2018 and has held it in 12 quarters since. 619 funds tracked by Wall St. Rank hold TRMB as of Q3 2021.

  • Berman Capital Advisors held 886 shares of Trimble worth $72K as of Q3 2021.
  • Berman Capital Advisors bought 414 Trimble shares in Q3 2021, an estimated $36.4K.
  • Trimble made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #542 holding.
  • Berman Capital Advisors first reported a position in Trimble in Q4 2018 and has held it in 12 quarters since.
  • 619 funds tracked by Wall St. Rank held Trimble as of Q3 2021.

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