Schechter Investment Advisors’s Trimble TRMB Stock Holding History

Schechter Investment 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
2025 Q1	$594K	Sell	9,049 -108	-1%	-$7.76K	0.05%	330
2024 Q4	$647K	Buy	9,157 +2,868	+46%	+$195K	0.05%	328
2024 Q3	$390K	Buy	6,289 +1,812	+40%	+$101K	0.03%	442
2024 Q2	$250K	Buy	4,477 +557	+14%	+$32.1K	0.02%	510
2024 Q1	$252K	Sell	3,920 -81	-2%	-$4.62K	0.02%	530
2023 Q4	$213K	Sell	4,001 -821	-17%	-$39.1K	0.02%	551
2023 Q3	$260K	Buy	4,822 +75	+2%	+$3.97K	0.03%	485
2023 Q2	$251K	Buy	4,747 +320	+7%	+$15.7K	0.02%	527
2023 Q1	$232K	Sell	4,427 -216	-5%	-$11.5K	0.02%	579
2022 Q4	$235K	Buy	4,643 +114	+3%	+$6.35K	0.02%	703
2022 Q3	$245K	Sell	4,529 -477	-10%	-$30.2K	0.02%	774
2022 Q2	$292K	Buy	5,006 +602	+14%	+$39.5K	0.03%	722
2022 Q1	$318K	Buy	4,404 +18	+0.4%	+$1.28K	0.03%	688
2021 Q4	$382K	Buy	+4,386	New	+$377K	0.03%	597

Other funds holding TRMB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Schechter Investment Advisors's TRMB Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Trimble (TRMB) stake by 1.2% in Q1 2025, selling an estimated $7.76K and leaving 9,049 shares worth $594K. The position accounts for 0.05% of the portfolio, ranked #330.

Schechter Investment Advisors first reported a position in TRMB in Q4 2021 and has held it in 14 quarters since. The position peaked at $647K in Q4 2024. 705 funds tracked by Wall St. Rank hold TRMB as of Q1 2025.

Schechter Investment Advisors held 9,049 shares of Trimble worth $594K as of Q1 2025.
Schechter Investment Advisors sold 108 Trimble shares in Q1 2025, an estimated $7.76K.
Trimble made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #330 holding.
Schechter Investment Advisors first reported a position in Trimble in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Trimble position peaked at $647K in Q4 2024.
705 funds tracked by Wall St. Rank held Trimble as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.