DI
GRMN

Disciplined Investments’s Garmin GRMN Stock Holding History

Disciplined Investments’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
-18
Closed -$1.88K – 690
2023
Q2 		$1.88K Buy
18
+2
+13% +$204 ﹤0.01% 681
2023
Q1 		$1.61K Sell
16
-2
-11% -$195 ﹤0.01% 758
2022
Q4 		$1.66K Buy
18
+7
+64% +$619 ﹤0.01% 688
2022
Q3 		$1K Buy
11
+1
+10% +$94 ﹤0.01% 927
2022
Q2 		$1K Sell
10
-2
-17% -$211 ﹤0.01% 943
2022
Q1 		$1K Buy
+12
New +$1.44K ﹤0.01% 1000

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

Disciplined Investments's GRMN Position: Q3 2023 in Review

Disciplined Investments sold out of Garmin (GRMN) in Q3 2023, closing a stake of 18 shares — an estimated $1.88K sold.

Disciplined Investments first reported a position in GRMN in Q1 2022 and held it in 6 quarters. The position peaked at $1.88K in Q2 2023. 659 funds tracked by Wall St. Rank hold GRMN as of Q3 2023.

  • Disciplined Investments reported no remaining Garmin position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 18 Garmin shares in Q3 2023, an estimated $1.88K.
  • Disciplined Investments first reported a position in Garmin in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Garmin position peaked at $1.88K in Q2 2023.
  • 659 funds tracked by Wall St. Rank held Garmin as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.