Pathstone Family Office’s Garmin GRMN Stock Holding History

Pathstone Family Office’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 Q3	$824K	Buy	7,831 +1,637	+26%	+$172K	0.01%	808
2023 Q2	$646K	Sell	6,194 -266	-4%	-$27.2K	0.01%	646
2023 Q1	$652K	Sell	6,460 -13,492	-68%	-$1.32M	0.01%	586
2022 Q4	$1.52M	Buy	19,952 +5,114	+34%	+$452K	0.01%	588
2022 Q3	$1.19M	Buy	14,838 +7,743	+109%	+$732K	0.01%	658
2022 Q2	$697K	Buy	7,095 +1,157	+19%	+$122K	0.02%	451
2022 Q1	$704K	Sell	5,938 -424	-7%	-$51K	0.02%	428
2021 Q4	$865K	Sell	6,362 -366	-5%	-$52.9K	0.02%	372
2021 Q3	$1.05M	Buy	6,728 +678	+11%	+$110K	0.03%	281
2021 Q2	$875K	Buy	6,050 +1,027	+20%	+$144K	0.03%	309
2021 Q1	$663K	Buy	5,023 +5,009	+35,779%	+$623K	0.02%	287
2020 Q4	$2K	Buy	+14	New	+$1.55K	﹤0.01%	1032
2017 Q2	–	Sell	-41	Closed	-$2K	–	489
2017 Q1	$2K	Buy	+41	New	+$2.06K	﹤0.01%	385
2014 Q4	–	Sell	-90	Closed	-$5K	–	170
2014 Q3	$5K	Buy	+90	New	+$4.99K	0.02%	260

Other funds holding GRMN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

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

Geode Capital Management

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

First Trust Advisors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return