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Sowell Financial Services’s Trimble TRMB Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-764
Closed -$58K – 2531
2021
Q1 		$58K Buy
764
+707
+1,240% +$51.1K ﹤0.01% 1596
2020
Q4 		$4K Sell
57
-22
-28% -$1.26K ﹤0.01% 2359
2020
Q3 		$4K Hold
79
– – ﹤0.01% 2082
2020
Q2 		$3K Sell
79
-36
-31% -$1.35K ﹤0.01% 2081
2020
Q1 		$4K Sell
115
-17
-13% -$665 ﹤0.01% 1928
2019
Q4 		$6K Buy
132
+17
+15% +$676 ﹤0.01% 1865
2019
Q3 		$4K Buy
+115
New +$4.63K ﹤0.01% 1876

Other funds holding TRMB

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's TRMB Position: Q2 2021 in Review

Sowell Financial Services sold out of Trimble (TRMB) in Q2 2021, closing a stake of 764 shares — an estimated $58K sold.

Sowell Financial Services first reported a position in TRMB in Q3 2019 and held it in 7 quarters. The position peaked at $58K in Q1 2021. 563 funds tracked by Wall St. Rank hold TRMB as of Q2 2021.

  • Sowell Financial Services reported no remaining Trimble position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 764 Trimble shares in Q2 2021, an estimated $58K.
  • Sowell Financial Services first reported a position in Trimble in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Trimble position peaked at $58K in Q1 2021.
  • 563 funds tracked by Wall St. Rank held Trimble as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.