Tradition Wealth Management’s Trimble TRMB Stock Holding History

Tradition Wealth Management’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
2023 Q3	–	Sell	-67	Closed	-$4K	–	1403
2023 Q2	$4K	Hold	67	–	–	﹤0.01%	1295
2023 Q1	$4K	Buy	+67	New	+$3.58K	﹤0.01%	1224
2022 Q1	–	Sell	-29	Closed	-$3K	–	1202
2021 Q4	$3K	Buy	+29	New	+$2.49K	﹤0.01%	1152
2021 Q1	–	Sell	-29	Closed	-$2K	–	1020
2020 Q4	$2K	Buy	+29	New	+$1.67K	﹤0.01%	958

Other funds holding TRMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Tradition Wealth Management's TRMB Position: Q3 2023 in Review

Tradition Wealth Management sold out of Trimble (TRMB) in Q3 2023, closing a stake of 67 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in TRMB in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q2 2023. 579 funds tracked by Wall St. Rank hold TRMB as of Q3 2023.

Tradition Wealth Management reported no remaining Trimble position as of Q3 2023 after selling out during the quarter.
Tradition Wealth Management sold 67 Trimble shares in Q3 2023, an estimated $4K.
Tradition Wealth Management first reported a position in Trimble in Q4 2020 and held it in 4 quarters.
Tradition Wealth Management's Trimble position peaked at $4K in Q2 2023.
579 funds tracked by Wall St. Rank held Trimble as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.