SteelPeak Wealth’s Trimble TRMB Stock Holding History

SteelPeak Wealth’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 Q3	–	Sell	-8,686	Closed	-$486K	–	607
2024 Q2	$486K	Buy	+8,686	New	+$501K	0.02%	310

Other funds holding TRMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

SteelPeak Wealth's TRMB Position: Q3 2024 in Review

SteelPeak Wealth sold out of Trimble (TRMB) in Q3 2024, closing a stake of 8,686 shares — an estimated $486K sold.

SteelPeak Wealth first reported a position in TRMB in Q2 2024 and held it in 1 quarter. The position peaked at $486K in Q2 2024. 619 funds tracked by Wall St. Rank hold TRMB as of Q3 2024.

SteelPeak Wealth reported no remaining Trimble position as of Q3 2024 after selling out during the quarter.
SteelPeak Wealth sold 8,686 Trimble shares in Q3 2024, an estimated $486K.
SteelPeak Wealth first reported a position in Trimble in Q2 2024 and held it in 1 quarter.
SteelPeak Wealth's Trimble position peaked at $486K in Q2 2024.
619 funds tracked by Wall St. Rank held Trimble as of Q3 2024.

Based on SteelPeak Wealth's 13F filing for Q3 2024, filed 25 Oct 2024.