Kaizen Advisory’s Garmin GRMN Stock Holding History

Kaizen Advisory’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
2018 Q4	$18K	Buy	279 +2	+0.7%	+$129	0.01%	521
2018 Q3	$19K	Hold	277	–	–	0.01%	528
2018 Q2	$17K	Buy	277 +170	+159%	+$10.2K	0.01%	542
2018 Q1	$6K	Hold	107	–	–	0.01%	547
2017 Q4	$6K	Buy	+107	New	+$6.28K	﹤0.01%	545

Other funds holding GRMN

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kaizen Advisory's GRMN Position: Q4 2018 in Review

Kaizen Advisory increased its Garmin (GRMN) stake by 0.72% in Q4 2018, buying an estimated $129 and bringing the position to 279 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #521.

Kaizen Advisory first reported a position in GRMN in Q4 2017 and has held it in 5 quarters since. The position peaked at $19K in Q3 2018. 479 funds tracked by Wall St. Rank hold GRMN as of Q4 2018.

Kaizen Advisory held 279 shares of Garmin worth $18K as of Q4 2018.
Kaizen Advisory bought 2 Garmin shares in Q4 2018, an estimated $129.
Garmin made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #521 holding.
Kaizen Advisory first reported a position in Garmin in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Garmin position peaked at $19K in Q3 2018.
479 funds tracked by Wall St. Rank held Garmin as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.