MinichMacGregor Wealth Management’s Garmin GRMN Stock Holding History

MinichMacGregor Wealth 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	-455	Closed	-$42K	–	309
2022 Q4	$42K	Buy	+455	New	+$40.2K	0.02%	205
2022 Q3	–	Sell	-18,146	Closed	-$1.78M	–	78
2022 Q2	$1.78M	Buy	18,146 +1,725	+11%	+$182K	0.73%	34
2022 Q1	$1.95M	Buy	16,421 +2,039	+14%	+$245K	0.62%	42
2021 Q4	$1.96M	Buy	14,382 +3,965	+38%	+$573K	0.6%	43
2021 Q3	$1.62M	Buy	10,417 +865	+9%	+$141K	0.54%	38
2021 Q2	$1.38M	Buy	9,552 +356	+4%	+$50K	0.48%	39
2021 Q1	$1.21M	Buy	9,196 +797	+9%	+$99.2K	0.45%	40
2020 Q4	$1M	Buy	+8,399	New	+$930K	0.41%	43
2020 Q3	–	Sell	-6,768	Closed	-$659K	–	67
2020 Q2	$659K	Buy	+6,768	New	+$579K	0.36%	34
2018 Q4	–	Sell	-302	Closed	-$21K	–	249
2018 Q3	$21K	Buy	302 +3	+1%	+$197	0.01%	211
2018 Q2	$18K	Buy	299 +5	+2%	+$300	0.01%	224
2018 Q1	$17K	Buy	294 +2	+0.7%	+$122	0.01%	223
2017 Q4	$17K	Buy	292 +3	+1%	+$176	0.01%	219
2017 Q3	$15K	Buy	289 +3	+1%	+$155	0.01%	231
2017 Q2	$14K	Buy	286 +3	+1%	+$154	0.01%	230
2017 Q1	$14K	Buy	283 +3	+1%	+$151	0.01%	226
2016 Q4	$13K	Sell	280 -1,579	-85%	-$78.6K	0.01%	225
2016 Q3	$89K	Buy	1,859 +1,585	+578%	+$78.2K	0.08%	75
2016 Q2	$11K	Buy	274 +3	+1%	+$125	0.01%	245
2016 Q1	$10K	Buy	271 +11	+4%	+$408	0.01%	252
2015 Q4	$11K	Buy	+260	New	+$9.46K	0.01%	220

Other funds holding GRMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

MinichMacGregor Wealth Management's GRMN Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Garmin (GRMN) in Q1 2023, closing a stake of 455 shares — an estimated $42K sold.

MinichMacGregor Wealth Management first reported a position in GRMN in Q4 2015 and held it in 21 quarters. The position peaked at $1.96M in Q4 2021. 639 funds tracked by Wall St. Rank hold GRMN as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Garmin position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 455 Garmin shares in Q1 2023, an estimated $42K.
MinichMacGregor Wealth Management first reported a position in Garmin in Q4 2015 and held it in 21 quarters.
MinichMacGregor Wealth Management's Garmin position peaked at $1.96M in Q4 2021.
639 funds tracked by Wall St. Rank held Garmin as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.