Personal Capital Advisors’s Trimble TRMB Stock Holding History

Personal Capital Advisors’s Portfolio TRMB Stock Details TRMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$469K	Buy	9,272 +148	+2%	+$8.24K	﹤0.01%	314
2022 Q3	$495K	Hold	9,124	–	–	﹤0.01%	286
2022 Q2	$531K	Hold	9,124	–	–	﹤0.01%	273
2022 Q1	$658K	Sell	9,124 -6	-0.1%	-$427	﹤0.01%	279
2021 Q4	$796K	Sell	9,130 -18	-0.2%	-$1.55K	﹤0.01%	279
2021 Q3	$752K	Buy	9,148 +147	+2%	+$12.9K	﹤0.01%	270
2021 Q2	$737K	Sell	9,001 -26	-0.3%	-$2.07K	﹤0.01%	272
2021 Q1	$702K	Buy	9,027 +26	+0.3%	+$1.88K	﹤0.01%	271
2020 Q4	$601K	Buy	+9,001	New	+$517K	﹤0.01%	283

Other funds holding TRMB

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Personal Capital Advisors's TRMB Position: Q4 2022 in Review

Personal Capital Advisors increased its Trimble (TRMB) stake by 1.6% in Q4 2022, buying an estimated $8.24K and bringing the position to 9,272 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Personal Capital Advisors first reported a position in TRMB in Q4 2020 and has held it in 9 quarters since. The position peaked at $796K in Q4 2021. 594 funds tracked by Wall St. Rank hold TRMB as of Q4 2022.

Personal Capital Advisors held 9,272 shares of Trimble worth $469K as of Q4 2022.
Personal Capital Advisors bought 148 Trimble shares in Q4 2022, an estimated $8.24K.
Trimble made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #314 holding.
Personal Capital Advisors first reported a position in Trimble in Q4 2020 and has held it in 9 quarters since.
Personal Capital Advisors's Trimble position peaked at $796K in Q4 2021.
594 funds tracked by Wall St. Rank held Trimble as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.