Bradley Foster & Sargent’s Garmin GRMN Stock Holding History

Bradley Foster & Sargent’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 Q4	–	Sell	-12,010	Closed	-$1.25M	–	437
2023 Q3	$1.25M	Hold	12,010	–	–	0.03%	251
2023 Q2	$1.25M	Buy	+12,010	New	+$1.23M	0.03%	251

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bradley Foster & Sargent's GRMN Position: Q4 2023 in Review

Bradley Foster & Sargent sold out of Garmin (GRMN) in Q4 2023, closing a stake of 12,010 shares — an estimated $1.25M sold.

Bradley Foster & Sargent first reported a position in GRMN in Q2 2023 and held it in 2 quarters. The position peaked at $1.25M in Q3 2023. 735 funds tracked by Wall St. Rank hold GRMN as of Q4 2023.

Bradley Foster & Sargent reported no remaining Garmin position as of Q4 2023 after selling out during the quarter.
Bradley Foster & Sargent sold 12,010 Garmin shares in Q4 2023, an estimated $1.25M.
Bradley Foster & Sargent first reported a position in Garmin in Q2 2023 and held it in 2 quarters.
Bradley Foster & Sargent's Garmin position peaked at $1.25M in Q3 2023.
735 funds tracked by Wall St. Rank held Garmin as of Q4 2023.

Based on Bradley Foster & Sargent's 13F filing for Q4 2023, filed 14 Feb 2024.