Lenox Wealth Advisors’s Trimble TRMB Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$34K	Buy	473 +68	+17%	+$4.84K	﹤0.01%	294
2021 Q4	$35K	Buy	405 +400	+8,000%	+$34.3K	﹤0.01%	313
2021 Q3	$0	Sell	5 -550	-99%	-$48.3K	﹤0.01%	792
2021 Q2	$45K	Hold	555	–	–	0.01%	246
2021 Q1	$43K	Buy	555 +5	+0.9%	+$361	0.01%	211
2020 Q4	$37K	Hold	550	–	–	0.01%	225
2020 Q3	$27K	Hold	550	–	–	﹤0.01%	243
2020 Q2	$24K	Hold	550	–	–	﹤0.01%	263
2020 Q1	$18K	Hold	550	–	–	﹤0.01%	284
2019 Q4	$23K	Buy	+550	New	+$21.9K	﹤0.01%	312

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

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

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

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Lenox Wealth Advisors's TRMB Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Trimble (TRMB) stake by 17% in Q1 2022, buying an estimated $4.84K and bringing the position to 473 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Lenox Wealth Advisors first reported a position in TRMB in Q4 2019 and has held it in 10 quarters since. The position peaked at $45K in Q2 2021. 596 funds tracked by Wall St. Rank hold TRMB as of Q1 2022.

Lenox Wealth Advisors held 473 shares of Trimble worth $34K as of Q1 2022.
Lenox Wealth Advisors bought 68 Trimble shares in Q1 2022, an estimated $4.84K.
Trimble made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #294 holding.
Lenox Wealth Advisors first reported a position in Trimble in Q4 2019 and has held it in 10 quarters since.
Lenox Wealth Advisors's Trimble position peaked at $45K in Q2 2021.
596 funds tracked by Wall St. Rank held Trimble as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.