RIM
GRMN

Rockbridge Investment Management’s Garmin GRMN Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-25
Closed -$3K – 731
2020
Q4 		$3K Buy
25
+4
+19% +$443 ﹤0.01% 606
2020
Q3 		$2K Sell
21
-4
-16% -$400 ﹤0.01% 589
2020
Q2 		$2K Buy
+25
New +$2.14K ﹤0.01% 565

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Rockbridge Investment Management's GRMN Position: Q1 2021 in Review

Rockbridge Investment Management sold out of Garmin (GRMN) in Q1 2021, closing a stake of 25 shares — an estimated $3K sold.

Rockbridge Investment Management first reported a position in GRMN in Q2 2020 and held it in 3 quarters. The position peaked at $3K in Q4 2020. 632 funds tracked by Wall St. Rank hold GRMN as of Q1 2021.

  • Rockbridge Investment Management reported no remaining Garmin position as of Q1 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 25 Garmin shares in Q1 2021, an estimated $3K.
  • Rockbridge Investment Management first reported a position in Garmin in Q2 2020 and held it in 3 quarters.
  • Rockbridge Investment Management's Garmin position peaked at $3K in Q4 2020.
  • 632 funds tracked by Wall St. Rank held Garmin as of Q1 2021.

Based on Rockbridge Investment Management's 13F filing for Q1 2021, filed 20 May 2021.