Janiczek Wealth Management’s Trimble TRMB Stock Holding History

Janiczek 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
2024 Q2	$22.9K	Sell	409 -30	-7%	-$1.73K	﹤0.01%	536
2024 Q1	$28.3K	Buy	439 +73	+20%	+$4.16K	0.01%	507
2023 Q4	$19.5K	Sell	366 -709	-66%	-$33.8K	﹤0.01%	547
2023 Q3	$57.9K	Buy	1,075 +71	+7%	+$3.76K	0.02%	342
2023 Q2	$53.2K	Buy	+1,004	New	+$49.1K	0.01%	311
2023 Q1	–	Sell	-10	Closed	-$541	–	1068
2022 Q4	$541	Sell	10 -58	-85%	-$3.23K	﹤0.01%	905
2022 Q3	$4K	Buy	68 +58	+580%	+$3.67K	﹤0.01%	700
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	912
2022 Q1	$1K	Sell	10 -50	-83%	-$3.56K	﹤0.01%	906
2021 Q4	$5K	Hold	60	–	–	﹤0.01%	715
2021 Q3	$5K	Hold	60	–	–	﹤0.01%	701
2021 Q2	$5K	Buy	60 +19	+46%	+$1.51K	﹤0.01%	672
2021 Q1	$3K	Buy	41 +31	+310%	+$2.24K	﹤0.01%	714
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	769
2020 Q3	$0	Buy	+10	New	+$478	﹤0.01%	722

Other funds holding TRMB

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Janiczek Wealth Management's TRMB Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Trimble (TRMB) stake by 6.8% in Q2 2024, selling an estimated $1.73K and leaving 409 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Janiczek Wealth Management first reported a position in TRMB in Q3 2020 and has held it in 15 quarters since. The position peaked at $57.9K in Q3 2023. 633 funds tracked by Wall St. Rank hold TRMB as of Q2 2024.

Janiczek Wealth Management held 409 shares of Trimble worth $22.9K as of Q2 2024.
Janiczek Wealth Management sold 30 Trimble shares in Q2 2024, an estimated $1.73K.
Trimble made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #536 holding.
Janiczek Wealth Management first reported a position in Trimble in Q3 2020 and has held it in 15 quarters since.
Janiczek Wealth Management's Trimble position peaked at $57.9K in Q3 2023.
633 funds tracked by Wall St. Rank held Trimble as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.