Lee Financial’s Garmin GRMN Stock Holding History

Lee Financial’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 Q1	–	Sell	-70	Closed	-$9K	–	436
2023 Q4	$9K	Buy	+70	New	+$8.12K	﹤0.01%	451
2022 Q1	–	Sell	-5	Closed	-$1K	–	844
2021 Q4	$1K	Buy	+5	New	+$722	﹤0.01%	841

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Lee Financial's GRMN Position: Q1 2024 in Review

Lee Financial sold out of Garmin (GRMN) in Q1 2024, closing a stake of 70 shares — an estimated $9K sold.

Lee Financial first reported a position in GRMN in Q4 2021 and held it in 2 quarters. The position peaked at $9K in Q4 2023. 755 funds tracked by Wall St. Rank hold GRMN as of Q1 2024.

Lee Financial reported no remaining Garmin position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 70 Garmin shares in Q1 2024, an estimated $9K.
Lee Financial first reported a position in Garmin in Q4 2021 and held it in 2 quarters.
Lee Financial's Garmin position peaked at $9K in Q4 2023.
755 funds tracked by Wall St. Rank held Garmin as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.