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	–	715
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	–	741
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Norges Bank Oslo, Norway $1T AUM

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

Gradient Investments's GRMN Position: Q3 2024 in Review

Gradient Investments sold out of Garmin (GRMN) in Q3 2024, closing a stake of 6 shares — an estimated $978 sold.

Gradient Investments first reported a position in GRMN in Q1 2016 and held it in 14 quarters. The position peaked at $589K in Q2 2021. 814 funds tracked by Wall St. Rank hold GRMN as of Q3 2024.

Gradient Investments reported no remaining Garmin position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 6 Garmin shares in Q3 2024, an estimated $978.
Gradient Investments first reported a position in Garmin in Q1 2016 and held it in 14 quarters.
Gradient Investments's Garmin position peaked at $589K in Q2 2021.
814 funds tracked by Wall St. Rank held Garmin as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.