Steward Financial Group’s Garmin GRMN Stock Holding History

Steward Financial Group’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 Q3	$6K	Buy	+58	New	+$6.1K	﹤0.01%	543
2023 Q2	–	Sell	-56	Closed	-$5K	–	691
2023 Q1	$5K	Buy	56 +42	+300%	+$4.1K	﹤0.01%	316
2022 Q4	$1K	Buy	+14	New	+$1.24K	﹤0.01%	420
2022 Q3	–	Sell	-5	Closed	–	–	592
2022 Q2	$0	Buy	+5	New	+$527	﹤0.01%	1128

Other funds holding GRMN

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Steward Financial Group's GRMN Position: Q3 2023 in Review

Steward Financial Group opened a new position in Garmin (GRMN) in Q3 2023: 58 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in GRMN as recently as Q1 2023.

Steward Financial Group first reported a position in GRMN in Q2 2022 and has held it in 4 quarters since. 659 funds tracked by Wall St. Rank hold GRMN as of Q3 2023.

Steward Financial Group held 58 shares of Garmin worth $6K as of Q3 2023.
Garmin was a new Steward Financial Group position in Q3 2023.
Garmin made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #543 holding.
Steward Financial Group first reported a position in Garmin in Q2 2022 and has held it in 4 quarters since.
659 funds tracked by Wall St. Rank held Garmin as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.