Sugarloaf Wealth Management’s Garmin GRMN Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$20.6K	Hold	100	–	–	﹤0.01%	400
2024 Q3	$17.6K	Hold	100	–	–	﹤0.01%	430
2024 Q2	$16.3K	Hold	100	–	–	﹤0.01%	427
2024 Q1	$14.9K	Hold	100	–	–	﹤0.01%	445
2023 Q4	$12.9K	Hold	100	–	–	﹤0.01%	461
2023 Q3	$10.5K	Hold	100	–	–	﹤0.01%	459
2023 Q2	$10.4K	Hold	100	–	–	﹤0.01%	470
2023 Q1	$10.1K	Hold	100	–	–	﹤0.01%	474
2022 Q4	$9.23K	Hold	100	–	–	﹤0.01%	506
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	537
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	738
2022 Q1	$12K	Hold	100	–	–	﹤0.01%	475
2021 Q4	$14K	Hold	100	–	–	﹤0.01%	474
2021 Q3	$16K	Hold	100	–	–	﹤0.01%	461
2021 Q2	$14K	Hold	100	–	–	﹤0.01%	461
2021 Q1	$13	Hold	100	–	–	﹤0.01%	473
2020 Q4	$12K	Hold	100	–	–	﹤0.01%	461
2020 Q3	$9K	Hold	100	–	–	﹤0.01%	465
2020 Q2	$10K	Hold	100	–	–	﹤0.01%	449
2020 Q1	$7K	Hold	100	–	–	﹤0.01%	479
2019 Q4	$10K	Buy	+100	New	+$9.32K	﹤0.01%	465

Other funds holding GRMN

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Sugarloaf Wealth Management's GRMN Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Garmin (GRMN) position steady in Q4 2024 at 100 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Sugarloaf Wealth Management first reported a position in GRMN in Q4 2019 and has held it in 21 quarters since. 907 funds tracked by Wall St. Rank hold GRMN as of Q4 2024.

Sugarloaf Wealth Management held 100 shares of Garmin worth $20.6K as of Q4 2024.
Sugarloaf Wealth Management left its Garmin share count unchanged in Q4 2024.
Garmin made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #400 holding.
Sugarloaf Wealth Management first reported a position in Garmin in Q4 2019 and has held it in 21 quarters since.
907 funds tracked by Wall St. Rank held Garmin as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.