Syntax Advisors’s Garmin GRMN Stock Holding History

Syntax Advisors’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	$504K	Buy	4,793 +148	+3%	+$15.6K	0.44%	13
2023 Q2	$484K	Sell	4,645 -708	-13%	-$72.3K	0.39%	37
2023 Q1	$540K	Sell	5,353 -41	-0.8%	-$4K	0.41%	23
2022 Q4	$498K	Sell	5,394 -612	-10%	-$54.1K	0.41%	31
2022 Q3	$482K	Buy	6,006 +896	+18%	+$84.7K	0.41%	28
2022 Q2	$502K	Buy	5,110 +670	+15%	+$70.6K	0.42%	27
2022 Q1	$527K	Buy	4,440 +388	+10%	+$46.7K	0.44%	22
2021 Q4	$552K	Buy	+4,052	New	+$585K	0.41%	37

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

Syntax Advisors's GRMN Position: Q3 2023 in Review

Syntax Advisors increased its Garmin (GRMN) stake by 3.2% in Q3 2023, buying an estimated $15.6K and bringing the position to 4,793 shares worth $504K. The position accounts for 0.44% of the portfolio, ranked #13.

Syntax Advisors first reported a position in GRMN in Q4 2021 and has held it in 8 quarters since. The position peaked at $552K in Q4 2021. 659 funds tracked by Wall St. Rank hold GRMN as of Q3 2023.

Syntax Advisors held 4,793 shares of Garmin worth $504K as of Q3 2023.
Syntax Advisors bought 148 Garmin shares in Q3 2023, an estimated $15.6K.
Garmin made up 0.44% of Syntax Advisors's portfolio in Q3 2023, its #13 holding.
Syntax Advisors first reported a position in Garmin in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Garmin position peaked at $552K in Q4 2021.
659 funds tracked by Wall St. Rank held Garmin as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.