CIA
GRMN

Cascade Investment Advisors’s Garmin GRMN Stock Holding History

Cascade Investment 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
2023
Q3 		– Sell
-8,254
Closed -$861K – 110
2023
Q2 		$861K Sell
8,254
-4,882
-37% -$499K 0.64% 76
2023
Q1 		$1.33M Buy
13,136
+310
+2% +$30.3K 1.05% 39
2022
Q4 		$1.18M Buy
12,826
+1,185
+10% +$105K 0.99% 50
2022
Q3 		$1.02M Buy
11,641
+400
+4% +$37.8K 0.88% 61
2022
Q2 		$1.1M Sell
11,241
-1,010
-8% -$106K 0.87% 57
2022
Q1 		$1.45M Buy
12,251
+50
+0.4% +$6.02K 0.89% 47
2021
Q4 		$1.66M Buy
12,201
+307
+3% +$44.3K 0.97% 33
2021
Q3 		$1.85M Sell
11,894
-515
-4% -$83.8K 1.21% 14
2021
Q2 		$1.79M Sell
12,409
-70
-0.6% -$9.83K 1.13% 22
2021
Q1 		$1.65M Buy
12,479
+199
+2% +$24.8K 1.07% 28
2020
Q4 		$1.47M Buy
12,280
+40
+0.3% +$4.43K 1.08% 26
2020
Q3 		$1.16M Buy
12,240
+630
+5% +$63K 0.99% 37
2020
Q2 		$1.13M Buy
11,610
+11,535
+15,380% +$986K 1.07% 31
2020
Q1 		$5.62K Hold
75
– – 0.01% 227
2019
Q4 		$7.32K Hold
75
– – 0.01% 236
2019
Q3 		$6.35K Hold
75
– – ﹤0.01% 244
2019
Q2 		$5.99K Hold
75
– – 0.01% 230
2019
Q1 		$6.48K Hold
75
– – 0.01% 215
2018
Q4 		$4.75K Buy
+75
New +$4.86K ﹤0.01% 220

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cascade Investment Advisors's GRMN Position: Q3 2023 in Review

Cascade Investment Advisors sold out of Garmin (GRMN) in Q3 2023, closing a stake of 8,254 shares — an estimated $861K sold.

Cascade Investment Advisors first reported a position in GRMN in Q4 2018 and held it in 19 quarters. The position peaked at $1.85M in Q3 2021. 659 funds tracked by Wall St. Rank hold GRMN as of Q3 2023.

  • Cascade Investment Advisors reported no remaining Garmin position as of Q3 2023 after selling out during the quarter.
  • Cascade Investment Advisors sold 8,254 Garmin shares in Q3 2023, an estimated $861K.
  • Cascade Investment Advisors first reported a position in Garmin in Q4 2018 and held it in 19 quarters.
  • Cascade Investment Advisors's Garmin position peaked at $1.85M in Q3 2021.
  • 659 funds tracked by Wall St. Rank held Garmin as of Q3 2023.

Based on Cascade Investment Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.