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Cassady Schiller Wealth Management’s Trimble TRMB Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$1.48K Buy
+21
New +$1.43K ﹤0.01% 668
2022
Q1 		– Sell
-6
Closed -$1K – 556
2021
Q4 		$1K Buy
+6
New +$515 ﹤0.01% 509

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Cassady Schiller Wealth Management's TRMB Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Trimble (TRMB) in Q4 2024: 21 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #668 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in TRMB as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in TRMB in Q4 2021 and has held it in 2 quarters since. 680 funds tracked by Wall St. Rank hold TRMB as of Q4 2024.

  • Cassady Schiller Wealth Management held 21 shares of Trimble worth $1.48K as of Q4 2024.
  • Trimble was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Trimble made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #668 holding.
  • Cassady Schiller Wealth Management first reported a position in Trimble in Q4 2021 and has held it in 2 quarters since.
  • 680 funds tracked by Wall St. Rank held Trimble as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.