MSCM
GRMN

McElhenny Sheffield Capital Management’s Garmin GRMN Stock Holding History

McElhenny Sheffield Capital Management’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
2023
Q1 		– Sell
-157
Closed -$14.5K – 299
2022
Q4 		$14.5K Buy
+157
New +$13.9K 0.01% 297

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State Street
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Geode Capital Management
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First Trust Advisors
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JP Morgan Chase
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Bank of New York Mellon
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Boston Partners
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Select Equity Group
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McElhenny Sheffield Capital Management's GRMN Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Garmin (GRMN) in Q1 2023, closing a stake of 157 shares — an estimated $14.5K sold.

McElhenny Sheffield Capital Management first reported a position in GRMN in Q4 2022 and held it in 1 quarter. The position peaked at $14.5K in Q4 2022. 639 funds tracked by Wall St. Rank hold GRMN as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Garmin position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 157 Garmin shares in Q1 2023, an estimated $14.5K.
  • McElhenny Sheffield Capital Management first reported a position in Garmin in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Garmin position peaked at $14.5K in Q4 2022.
  • 639 funds tracked by Wall St. Rank held Garmin as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.