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LifePlan Financial Group’s Trimble TRMB Stock Holding History

LifePlan Financial Group’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
2020
Q3 		$3K Hold
61
– – ﹤0.01% 518
2020
Q2 		$3K Hold
61
– – ﹤0.01% 521
2020
Q1 		$2K Hold
61
– – ﹤0.01% 513
2019
Q4 		$3K Buy
+61
New +$2.43K ﹤0.01% 505

Other funds holding TRMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

LifePlan Financial Group's TRMB Position: Q3 2020 in Review

LifePlan Financial Group held its Trimble (TRMB) position steady in Q3 2020 at 61 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

LifePlan Financial Group first reported a position in TRMB in Q4 2019 and has held it in 4 quarters since. 469 funds tracked by Wall St. Rank hold TRMB as of Q3 2020.

  • LifePlan Financial Group held 61 shares of Trimble worth $3K as of Q3 2020.
  • LifePlan Financial Group left its Trimble share count unchanged in Q3 2020.
  • Trimble made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #518 holding.
  • LifePlan Financial Group first reported a position in Trimble in Q4 2019 and has held it in 4 quarters since.
  • 469 funds tracked by Wall St. Rank held Trimble as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.