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SVB Wealth’s Trimble TRMB Stock Holding History

SVB 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
-3,900
Closed -$218K – 558
2024
Q2 		$218K Sell
3,900
-545
-12% -$31.5K 0.01% 650
2024
Q1 		$286K Buy
4,445
+204
+5% +$11.6K 0.01% 649
2023
Q4 		$226K Buy
4,241
+26
+0.6% +$1.24K 0.01% 730
2023
Q3 		$227K Sell
4,215
-887
-17% -$47K 0.01% 707
2023
Q2 		$270K Sell
5,102
-146
-3% -$7.14K ﹤0.01% 723
2023
Q1 		$275K Buy
5,248
+100
+2% +$5.33K ﹤0.01% 755
2022
Q4 		$260K Sell
5,148
-1,432
-22% -$79.7K ﹤0.01% 803
2022
Q3 		$357K Buy
6,580
+686
+12% +$43.4K 0.01% 625
2022
Q2 		$344K Sell
5,894
-42
-0.7% -$2.76K 0.01% 528
2022
Q1 		$428K Buy
5,936
+25
+0.4% +$1.78K 0.01% 475
2021
Q4 		$515K Sell
5,911
-466
-7% -$40K 0.01% 442
2021
Q3 		$524K Buy
6,377
+344
+6% +$30.2K 0.01% 586
2021
Q2 		$493K Buy
+6,033
New +$480K 0.01% 582

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
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

SVB Wealth's TRMB Position: Q3 2024 in Review

SVB Wealth sold out of Trimble (TRMB) in Q3 2024, closing a stake of 3,900 shares — an estimated $218K sold.

SVB Wealth first reported a position in TRMB in Q2 2021 and held it in 13 quarters. The position peaked at $524K in Q3 2021. 619 funds tracked by Wall St. Rank hold TRMB as of Q3 2024.

  • SVB Wealth reported no remaining Trimble position as of Q3 2024 after selling out during the quarter.
  • SVB Wealth sold 3,900 Trimble shares in Q3 2024, an estimated $218K.
  • SVB Wealth first reported a position in Trimble in Q2 2021 and held it in 13 quarters.
  • SVB Wealth's Trimble position peaked at $524K in Q3 2021.
  • 619 funds tracked by Wall St. Rank held Trimble as of Q3 2024.

Based on SVB Wealth's 13F filing for Q3 2024, filed 18 Oct 2024.