Evermay Wealth Management’s Garmin GRMN Stock Holding History

Evermay Wealth Management’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
2024 Q1	–	Sell	-3	Closed	-$386	–	662
2023 Q4	$386	Buy	+3	New	+$348	﹤0.01%	591

Other funds holding GRMN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evermay Wealth Management's GRMN Position: Q1 2024 in Review

Evermay Wealth Management sold out of Garmin (GRMN) in Q1 2024, closing a stake of 3 shares — an estimated $386 sold.

Evermay Wealth Management first reported a position in GRMN in Q4 2023 and held it in 1 quarter. The position peaked at $386 in Q4 2023. 755 funds tracked by Wall St. Rank hold GRMN as of Q1 2024.

Evermay Wealth Management reported no remaining Garmin position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 3 Garmin shares in Q1 2024, an estimated $386.
Evermay Wealth Management first reported a position in Garmin in Q4 2023 and held it in 1 quarter.
Evermay Wealth Management's Garmin position peaked at $386 in Q4 2023.
755 funds tracked by Wall St. Rank held Garmin as of Q1 2024.

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