Ergoteles’s Garmin GRMN Stock Holding History

Ergoteles’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	-11,900	Closed	-$1.24M	–	380
2023 Q2	$1.24M	Sell	11,900 -14,825	-55%	-$1.51M	0.06%	401
2023 Q1	$2.7M	Buy	26,725 +11,357	+74%	+$1.11M	0.11%	195
2022 Q4	$1.42M	Buy	+15,368	New	+$1.36M	0.05%	364
2022 Q2	–	Sell	-5,781	Closed	-$686K	–	1785
2022 Q1	$686K	Buy	5,781 +1,033	+22%	+$124K	0.03%	562
2021 Q4	$647K	Buy	+4,748	New	+$686K	0.03%	547

Other funds holding GRMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ergoteles's GRMN Position: Q3 2023 in Review

Ergoteles sold out of Garmin (GRMN) in Q3 2023, closing a stake of 11,900 shares — an estimated $1.24M sold.

Ergoteles first reported a position in GRMN in Q4 2021 and held it in 5 quarters. The position peaked at $2.7M in Q1 2023. 659 funds tracked by Wall St. Rank hold GRMN as of Q3 2023.

Ergoteles reported no remaining Garmin position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 11,900 Garmin shares in Q3 2023, an estimated $1.24M.
Ergoteles first reported a position in Garmin in Q4 2021 and held it in 5 quarters.
Ergoteles's Garmin position peaked at $2.7M in Q1 2023.
659 funds tracked by Wall St. Rank held Garmin as of Q3 2023.

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