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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

First Trust Direct Indexing's GRMN Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Garmin (GRMN) in Q4 2024, closing a stake of 6,914 shares — an estimated $1.22M sold.

First Trust Direct Indexing first reported a position in GRMN in Q2 2021 and held it in 14 quarters. The position peaked at $1.23M in Q2 2024. 908 funds tracked by Wall St. Rank hold GRMN as of Q4 2024.

First Trust Direct Indexing reported no remaining Garmin position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 6,914 Garmin shares in Q4 2024, an estimated $1.22M.
First Trust Direct Indexing first reported a position in Garmin in Q2 2021 and held it in 14 quarters.
First Trust Direct Indexing's Garmin position peaked at $1.23M in Q2 2024.
908 funds tracked by Wall St. Rank held Garmin as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.