Synergy Asset Management’s Garmin GRMN Stock Holding History

Synergy Asset 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
2022 Q4	–	Sell	-55,694	Closed	-$4.47M	–	120
2022 Q3	$4.47M	Buy	55,694 +4,082	+8%	+$386K	1.21%	19
2022 Q2	$5.07M	Buy	+51,612	New	+$5.44M	1.34%	20

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Synergy Asset Management's GRMN Position: Q4 2022 in Review

Synergy Asset Management sold out of Garmin (GRMN) in Q4 2022, closing a stake of 55,694 shares — an estimated $4.47M sold.

Synergy Asset Management first reported a position in GRMN in Q2 2022 and held it in 2 quarters. The position peaked at $5.07M in Q2 2022. 630 funds tracked by Wall St. Rank hold GRMN as of Q4 2022.

Synergy Asset Management reported no remaining Garmin position as of Q4 2022 after selling out during the quarter.
Synergy Asset Management sold 55,694 Garmin shares in Q4 2022, an estimated $4.47M.
Synergy Asset Management first reported a position in Garmin in Q2 2022 and held it in 2 quarters.
Synergy Asset Management's Garmin position peaked at $5.07M in Q2 2022.
630 funds tracked by Wall St. Rank held Garmin as of Q4 2022.

Based on Synergy Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.