MFM
TRMB icon

MD Financial Management’s Trimble TRMB Stock Holding History

MD Financial Management’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
2021
Q4 		$2.27M Sell
26,095
-1,690
-6% -$145K 0.05% 183
2021
Q3 		$2.29M Sell
27,785
-4,551
-14% -$400K 0.06% 151
2021
Q2 		$2.65M Buy
+32,336
New +$2.57M 0.08% 108

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MD Financial Management's TRMB Position: Q4 2021 in Review

MD Financial Management reduced its Trimble (TRMB) stake by 6.1% in Q4 2021, selling an estimated $145K and leaving 26,095 shares worth $2.27M. The position accounts for 0.05% of the portfolio, ranked #183.

MD Financial Management first reported a position in TRMB in Q2 2021 and has held it in 3 quarters since. The position peaked at $2.65M in Q2 2021. 654 funds tracked by Wall St. Rank hold TRMB as of Q4 2021.

  • MD Financial Management held 26,095 shares of Trimble worth $2.27M as of Q4 2021.
  • MD Financial Management sold 1,690 Trimble shares in Q4 2021, an estimated $145K.
  • Trimble made up 0.05% of MD Financial Management's portfolio in Q4 2021, its #183 holding.
  • MD Financial Management first reported a position in Trimble in Q2 2021 and has held it in 3 quarters since.
  • MD Financial Management's Trimble position peaked at $2.65M in Q2 2021.
  • 654 funds tracked by Wall St. Rank held Trimble as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.