Valeo Financial Advisors’s Trimble TRMB Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-189	Closed	-$19K	–	1714
2021 Q1	$19K	Buy	189 +6	+3%	+$433	﹤0.01%	1186
2020 Q4	$19K	Buy	+183	New	+$10.5K	﹤0.01%	1041
2018 Q2	–	Sell	-467	Closed	-$17K	–	1751
2018 Q1	$17K	Buy	467 +324	+227%	+$13.1K	﹤0.01%	769
2017 Q4	$6K	Sell	143 -1,517	-91%	-$62.2K	﹤0.01%	983
2017 Q3	$65K	Buy	+1,660	New	+$63.2K	0.01%	365

Other funds holding TRMB

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return