Gradient Investments’s Garmin GRMN Stock Holding History

Gradient 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
2024 Q3	–	Sell	-6	Closed	-$978	–	719
2024 Q2	$978	Buy	+6	New	+$945	﹤0.01%	1079
2024 Q1	–	Sell	-23	Closed	-$2.96K	–	1478
2023 Q4	$2.96K	Hold	23	–	–	﹤0.01%	1123
2023 Q3	$2.42K	Hold	23	–	–	﹤0.01%	1130
2023 Q2	$2.4K	Sell	23 -2	-8%	-$204	﹤0.01%	1116
2023 Q1	$2.52K	Sell	25 -5	-17%	-$488	﹤0.01%	1079
2022 Q4	$2.77K	Hold	30	–	–	﹤0.01%	1039
2022 Q3	$2K	Sell	30 -4,421	-99%	-$418K	﹤0.01%	1138
2022 Q2	$437K	Sell	4,451 -61	-1%	-$6.43K	0.01%	227
2022 Q1	$535K	Buy	4,512 +747	+20%	+$89.9K	0.01%	207
2021 Q4	$513K	Buy	3,765 +429	+13%	+$62K	0.01%	211
2021 Q3	$519K	Sell	3,336 -736	-18%	-$120K	0.01%	212
2021 Q2	$589K	Sell	4,072 -131	-3%	-$18.4K	0.02%	206
2021 Q1	$554K	Buy	+4,203	New	+$523K	0.02%	210
2016 Q2	–	Sell	-15	Closed	-$1K	–	742
2016 Q1	$1K	Buy	+15	New	+$557	﹤0.01%	662

Other funds holding GRMN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

First Trust Advisors

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

Norges Bank Oslo, Norway $935B AUM

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