RIM
TRMB icon

Rockbridge Investment Management’s Trimble TRMB Stock Holding History

Rockbridge Investment Management’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
2024
Q1 		– Sell
-130
Closed -$6.92K – 576
2023
Q4 		$6.92K Buy
+130
New +$6.2K ﹤0.01% 437

Other funds holding TRMB

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Rockbridge Investment Management's TRMB Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Trimble (TRMB) in Q1 2024, closing a stake of 130 shares — an estimated $6.92K sold.

Rockbridge Investment Management first reported a position in TRMB in Q4 2023 and held it in 1 quarter. The position peaked at $6.92K in Q4 2023. 608 funds tracked by Wall St. Rank hold TRMB as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Trimble position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 130 Trimble shares in Q1 2024, an estimated $6.92K.
  • Rockbridge Investment Management first reported a position in Trimble in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Trimble position peaked at $6.92K in Q4 2023.
  • 608 funds tracked by Wall St. Rank held Trimble as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.