NFG
GRMN

Next Financial Group’s Garmin GRMN Stock Holding History

Next 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
2021
Q4 		$16K Sell
121
-80
-40% -$11.6K ﹤0.01% 1985
2021
Q3 		$32K Buy
201
+63
+46% +$10.2K ﹤0.01% 1608
2021
Q2 		$20K Buy
138
+15
+12% +$2.11K ﹤0.01% 1741
2021
Q1 		$16K Sell
123
-22
-15% -$2.74K ﹤0.01% 1717
2020
Q4 		$17K Buy
145
+27
+23% +$2.99K ﹤0.01% 1605
2020
Q3 		$11K Buy
+118
New +$11.8K ﹤0.01% 1597
2020
Q2 		– Sell
-2,593
Closed -$194K – 1111
2020
Q1 		$194K Sell
2,593
-522
-17% -$47.2K 0.03% 539
2019
Q4 		$304K Buy
3,115
+2,560
+461% +$239K 0.03% 527
2019
Q3 		$47K Sell
555
-66
-11% -$5.33K 0.01% 1162
2019
Q2 		$50K Sell
621
-2,041
-77% -$167K 0.01% 1162
2019
Q1 		$230K Buy
2,662
+2,051
+336% +$154K 0.06% 322
2018
Q4 		$39K Buy
611
+291
+91% +$18.8K 0.01% 876
2018
Q3 		$22K Buy
+320
New +$21K 0.01% 753
2017
Q4 		– Sell
-364
Closed -$20K – 713
2017
Q3 		$20K Buy
364
+19
+6% +$984 0.01% 969
2017
Q2 		$18K Hold
345
– – ﹤0.01% 1126
2017
Q1 		$18K Sell
345
-367
-52% -$18.5K 0.01% 1086
2016
Q4 		$35K Hold
712
– – 0.01% 1102
2016
Q3 		$34K Buy
712
+367
+106% +$18.1K 0.01% 1109
2016
Q2 		$14K Sell
345
-350
-50% -$14.6K ﹤0.01% 1087
2016
Q1 		$27K Buy
695
+575
+479% +$21.4K 0.01% 816
2015
Q4 		$4K Hold
120
– – ﹤0.01% 1446
2015
Q3 		$4K Sell
120
-90
-43% -$3.58K ﹤0.01% 1478
2015
Q2 		$9K Hold
210
– – ﹤0.01% 1299
2015
Q1 		$9K Hold
210
– – ﹤0.01% 1281
2014
Q4 		$11K Sell
210
-842
-80% -$45.7K ﹤0.01% 1207
2014
Q3 		$55K Buy
+1,052
New +$58.3K 0.01% 894

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's GRMN Position: Q4 2021 in Review

Next Financial Group reduced its Garmin (GRMN) stake by 40% in Q4 2021, selling an estimated $11.6K and leaving 121 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Next Financial Group first reported a position in GRMN in Q3 2014 and has held it in 26 quarters since. The position peaked at $304K in Q4 2019. 718 funds tracked by Wall St. Rank hold GRMN as of Q4 2021.

  • Next Financial Group held 121 shares of Garmin worth $16K as of Q4 2021.
  • Next Financial Group sold 80 Garmin shares in Q4 2021, an estimated $11.6K.
  • Garmin made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1985 holding.
  • Next Financial Group first reported a position in Garmin in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's Garmin position peaked at $304K in Q4 2019.
  • 718 funds tracked by Wall St. Rank held Garmin as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.