BHPW
GRMN

Beverly Hills Private Wealth’s Garmin GRMN Stock Holding History

Beverly Hills Private Wealth’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
2024
Q4 		– Sell
-1,453
Closed -$256K – 342
2024
Q3 		$256K Sell
1,453
-239
-14% -$41.3K 0.05% 292
2024
Q2 		$276K Sell
1,692
-91
-5% -$14.3K 0.06% 285
2024
Q1 		$265K Sell
1,783
-76
-4% -$10K 0.06% 296
2023
Q4 		$239K Buy
+1,859
New +$216K 0.06% 294

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beverly Hills Private Wealth's GRMN Position: Q4 2024 in Review

Beverly Hills Private Wealth sold out of Garmin (GRMN) in Q4 2024, closing a stake of 1,453 shares — an estimated $256K sold.

Beverly Hills Private Wealth first reported a position in GRMN in Q4 2023 and held it in 4 quarters. The position peaked at $276K in Q2 2024. 907 funds tracked by Wall St. Rank hold GRMN as of Q4 2024.

  • Beverly Hills Private Wealth reported no remaining Garmin position as of Q4 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,453 Garmin shares in Q4 2024, an estimated $256K.
  • Beverly Hills Private Wealth first reported a position in Garmin in Q4 2023 and held it in 4 quarters.
  • Beverly Hills Private Wealth's Garmin position peaked at $276K in Q2 2024.
  • 907 funds tracked by Wall St. Rank held Garmin as of Q4 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.