NFG
GRMN

NewFocus Financial Group’s Garmin GRMN Stock Holding History

NewFocus Financial Group’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
2020
Q4 		$1.31M Buy
10,927
+1,017
+10% +$113K 0.39% 65
2020
Q3 		$940K Buy
9,910
+2,844
+40% +$284K 0.31% 71
2020
Q2 		$689K Buy
7,066
+2,547
+56% +$218K 0.25% 74
2020
Q1 		$339K Buy
4,519
+2,144
+90% +$194K 0.16% 69
2019
Q4 		$232K Buy
+2,375
New +$221K 0.09% 97

Other funds holding GRMN

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

NewFocus Financial Group's GRMN Position: Q4 2020 in Review

NewFocus Financial Group increased its Garmin (GRMN) stake by 10% in Q4 2020, buying an estimated $113K and bringing the position to 10,927 shares worth $1.31M. The position accounts for 0.39% of the portfolio, ranked #65.

NewFocus Financial Group first reported a position in GRMN in Q4 2019 and has held it in 5 quarters since. 603 funds tracked by Wall St. Rank hold GRMN as of Q4 2020.

  • NewFocus Financial Group held 10,927 shares of Garmin worth $1.31M as of Q4 2020.
  • NewFocus Financial Group bought 1,017 Garmin shares in Q4 2020, an estimated $113K.
  • Garmin made up 0.39% of NewFocus Financial Group's portfolio in Q4 2020, its #65 holding.
  • NewFocus Financial Group first reported a position in Garmin in Q4 2019 and has held it in 5 quarters since.
  • 603 funds tracked by Wall St. Rank held Garmin as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.