FTDI
GRMN

First Trust Direct Indexing’s Garmin GRMN Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-6,914
Closed -$1.22M – 383
2024
Q3 		$1.22M Sell
6,914
-626
-8% -$108K 0.07% 303
2024
Q2 		$1.23M Buy
7,540
+624
+9% +$98.3K 0.08% 269
2024
Q1 		$1.03M Sell
6,916
-273
-4% -$36K 0.08% 289
2023
Q4 		$924K Buy
7,189
+96
+1% +$11.1K 0.08% 280
2023
Q3 		$746K Buy
7,093
+17
+0.2% +$1.79K 0.09% 280
2023
Q2 		$738K Sell
7,076
-13
-0.2% -$1.33K 0.08% 293
2023
Q1 		$715K Buy
7,089
+886
+14% +$86.5K 0.08% 298
2022
Q4 		$572K Sell
6,203
-335
-5% -$29.6K 0.08% 341
2022
Q3 		$525K Buy
6,538
+313
+5% +$29.6K 0.08% 332
2022
Q2 		$612K Buy
6,225
+748
+14% +$78.8K 0.09% 299
2022
Q1 		$650K Buy
5,477
+734
+15% +$88.3K 0.08% 316
2021
Q4 		$646K Buy
4,743
+877
+23% +$127K 0.08% 294
2021
Q3 		$601K Buy
3,866
+1,168
+43% +$190K 0.09% 296
2021
Q2 		$390K Buy
+2,698
New +$379K 0.06% 392

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return