S
GRMN

Surevest’s Garmin GRMN Stock Holding History

Surevest’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
2022
Q3 		– Sell
-4
Closed – – 544
2022
Q2 		$0 Hold
4
– – ﹤0.01% 571
2022
Q1 		$0 Hold
4
– – ﹤0.01% 538
2021
Q4 		$1K Buy
+4
New +$578 ﹤0.01% 475

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Surevest's GRMN Position: Q3 2022 in Review

Surevest sold out of Garmin (GRMN) in Q3 2022, closing a stake of 4 shares.

Surevest first reported a position in GRMN in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 605 funds tracked by Wall St. Rank hold GRMN as of Q3 2022.

  • Surevest reported no remaining Garmin position as of Q3 2022 after selling out during the quarter.
  • Surevest sold 4 Garmin shares in Q3 2022.
  • Surevest first reported a position in Garmin in Q4 2021 and held it in 3 quarters.
  • Surevest's Garmin position peaked at $1K in Q4 2021.
  • 605 funds tracked by Wall St. Rank held Garmin as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.