SS
GRMN

Simplicity Solutions’s Garmin GRMN Stock Holding History

Simplicity Solutions’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
Q4 		$575K Buy
4,477
+2,289
+105% +$265K 0.02% 615
2023
Q3 		$230K Sell
2,188
-340
-13% -$35.8K 0.01% 855
2023
Q2 		$264K Buy
2,528
+189
+8% +$19.3K 0.01% 877
2023
Q1 		$236K Buy
+2,339
New +$228K 0.01% 938
2021
Q1 		– Sell
-8,013
Closed -$959K – 682
2020
Q4 		$959K Buy
+8,013
New +$887K 0.01% 554
2018
Q4 		– Sell
-6,943
Closed -$486K – 684
2018
Q3 		$486K Buy
6,943
+132
+2% +$8.65K 0.03% 267
2018
Q2 		$416K Buy
6,811
+253
+4% +$15.2K 0.03% 284
2018
Q1 		$386K Buy
+6,558
New +$402K 0.03% 241
2017
Q3 		– Sell
-18,589
Closed -$949K – 272
2017
Q2 		$949K Buy
18,589
+847
+5% +$43.4K 0.11% 160
2017
Q1 		$907K Sell
17,742
-1,891
-10% -$95.2K 0.14% 163
2016
Q4 		$952K Buy
19,633
+9,238
+89% +$460K 0.22% 99
2016
Q3 		$500K Sell
10,395
-9,098
-47% -$449K 0.24% 99
2016
Q2 		$827K Buy
19,493
+2,069
+12% +$86K 0.44% 60
2016
Q1 		$696K Buy
17,424
+4,509
+35% +$167K 0.43% 71
2015
Q4 		$480K Buy
+12,915
New +$470K 0.06% 456

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Simplicity Solutions's GRMN Position: Q4 2023 in Review

Simplicity Solutions increased its Garmin (GRMN) stake by 105% in Q4 2023, buying an estimated $265K and bringing the position to 4,477 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #615.

Simplicity Solutions first reported a position in GRMN in Q4 2015 and has held it in 15 quarters since. The position peaked at $959K in Q4 2020. 736 funds tracked by Wall St. Rank hold GRMN as of Q4 2023.

  • Simplicity Solutions held 4,477 shares of Garmin worth $575K as of Q4 2023.
  • Simplicity Solutions bought 2,289 Garmin shares in Q4 2023, an estimated $265K.
  • Garmin made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #615 holding.
  • Simplicity Solutions first reported a position in Garmin in Q4 2015 and has held it in 15 quarters since.
  • Simplicity Solutions's Garmin position peaked at $959K in Q4 2020.
  • 736 funds tracked by Wall St. Rank held Garmin as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.