HGWM
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Harvest Group Wealth Management’s Trimble TRMB Stock Holding History

Harvest Group Wealth Management’s Portfolio TRMB Stock Details TRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-6
Closed – – 850
2020
Q3 		$0 Buy
+6
New +$287 ﹤0.01% 825
2020
Q1 		– Sell
-290
Closed -$12K – 993
2019
Q4 		$12K Buy
+290
New +$11.5K 0.01% 218
2019
Q3 		– Sell
-31
Closed -$1K – 1131
2019
Q2 		$1K Buy
+31
New +$1.29K ﹤0.01% 821

Other funds holding TRMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Harvest Group Wealth Management's TRMB Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Trimble (TRMB) in Q4 2020, closing a stake of 6 shares.

Harvest Group Wealth Management first reported a position in TRMB in Q2 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 500 funds tracked by Wall St. Rank hold TRMB as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining Trimble position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 6 Trimble shares in Q4 2020.
  • Harvest Group Wealth Management first reported a position in Trimble in Q2 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Trimble position peaked at $12K in Q4 2019.
  • 500 funds tracked by Wall St. Rank held Trimble as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.