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 $5.72T AUM 30.48% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return