LSPW
GRMN

Lake Street Private Wealth’s Garmin GRMN Stock Holding History

Lake Street Private Wealth’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
-5,950
Closed -$969K – 282
2024
Q2 		$969K Buy
5,950
+1,359
+30% +$214K 0.13% 145
2024
Q1 		$683K Sell
4,591
-515
-10% -$67.9K 0.09% 188
2023
Q4 		$656K Buy
+5,106
New +$592K 0.1% 176

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Private Wealth's GRMN Position: Q3 2024 in Review

Lake Street Private Wealth sold out of Garmin (GRMN) in Q3 2024, closing a stake of 5,950 shares — an estimated $969K sold.

Lake Street Private Wealth first reported a position in GRMN in Q4 2023 and held it in 3 quarters. The position peaked at $969K in Q2 2024. 813 funds tracked by Wall St. Rank hold GRMN as of Q3 2024.

  • Lake Street Private Wealth reported no remaining Garmin position as of Q3 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 5,950 Garmin shares in Q3 2024, an estimated $969K.
  • Lake Street Private Wealth first reported a position in Garmin in Q4 2023 and held it in 3 quarters.
  • Lake Street Private Wealth's Garmin position peaked at $969K in Q2 2024.
  • 813 funds tracked by Wall St. Rank held Garmin as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.