Newfound Research’s Garmin GRMN Stock Holding History

Newfound Research’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
2022 Q3	$74K	Sell	920 -32	-3%	-$3.02K	0.18%	80
2022 Q2	$94K	Sell	952 -43	-4%	-$4.53K	0.2%	51
2022 Q1	$118K	Buy	+995	New	+$120K	0.15%	82
2021 Q4	–	Sell	-395	Closed	-$61K	–	129
2021 Q3	$61K	Sell	395 -228	-37%	-$37.1K	0.1%	109
2021 Q2	$90K	Sell	623 -4	-0.6%	-$562	0.18%	32
2021 Q1	$83K	Sell	627 -477	-43%	-$59.4K	0.19%	27
2020 Q4	$132K	Buy	1,104 +757	+218%	+$83.8K	0.34%	20
2020 Q3	$33K	Buy	+347	New	+$34.7K	0.09%	67

Other funds holding GRMN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Newfound Research's GRMN Position: Q3 2022 in Review

Newfound Research reduced its Garmin (GRMN) stake by 3.4% in Q3 2022, selling an estimated $3.02K and leaving 920 shares worth $74K. The position accounts for 0.18% of the portfolio, ranked #80.

Newfound Research first reported a position in GRMN in Q3 2020 and has held it in 8 quarters since. The position peaked at $132K in Q4 2020. 605 funds tracked by Wall St. Rank hold GRMN as of Q3 2022.

Newfound Research held 920 shares of Garmin worth $74K as of Q3 2022.
Newfound Research sold 32 Garmin shares in Q3 2022, an estimated $3.02K.
Garmin made up 0.18% of Newfound Research's portfolio in Q3 2022, its #80 holding.
Newfound Research first reported a position in Garmin in Q3 2020 and has held it in 8 quarters since.
Newfound Research's Garmin position peaked at $132K in Q4 2020.
605 funds tracked by Wall St. Rank held Garmin as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.