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Connectus Wealth’s Trimble TRMB Stock Holding History

Connectus Wealth’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
Q1 		– Sell
-32,358
Closed -$1.72M – 509
2023
Q4 		$1.72M Hold
32,358
– – 0.04% 285
2023
Q3 		$1.74M Hold
32,358
– – 0.04% 275
2023
Q2 		$1.71M Buy
+32,358
New +$1.58M 0.04% 235

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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Connectus Wealth's TRMB Position: Q1 2024 in Review

Connectus Wealth sold out of Trimble (TRMB) in Q1 2024, closing a stake of 32,358 shares — an estimated $1.72M sold.

Connectus Wealth first reported a position in TRMB in Q2 2023 and held it in 3 quarters. The position peaked at $1.74M in Q3 2023. 608 funds tracked by Wall St. Rank hold TRMB as of Q1 2024.

  • Connectus Wealth reported no remaining Trimble position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 32,358 Trimble shares in Q1 2024, an estimated $1.72M.
  • Connectus Wealth first reported a position in Trimble in Q2 2023 and held it in 3 quarters.
  • Connectus Wealth's Trimble position peaked at $1.74M in Q3 2023.
  • 608 funds tracked by Wall St. Rank held Trimble as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.