WRF
GRMN

Waddell & Reed Financial’s Garmin GRMN Stock Holding History

Waddell & Reed Financial’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
2017
Q3 		– Sell
-600,000
Closed -$30.6M – 537
2017
Q2 		$30.6M Buy
+600,000
New +$30.8M 0.07% 301

Other funds holding GRMN

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Waddell & Reed Financial's GRMN Position: Q1 2021 in Review

Waddell & Reed Financial increased its Garmin (GRMN) stake by 21% in Q1 2021, buying an estimated $7.45M and bringing the position to 347,216 shares worth $45.8M. The position accounts for 0.09% of the portfolio, ranked #251.

Waddell & Reed Financial first reported a position in GRMN in Q4 2013 and has held it in 30 quarters since. The position peaked at $181M in Q2 2014. 633 funds tracked by Wall St. Rank hold GRMN as of Q1 2021.

  • Waddell & Reed Financial held 347,216 shares of Garmin worth $45.8M as of Q1 2021.
  • Waddell & Reed Financial bought 59,900 Garmin shares in Q1 2021, an estimated $7.45M.
  • Garmin made up 0.09% of Waddell & Reed Financial's portfolio in Q1 2021, its #251 holding.
  • Waddell & Reed Financial first reported a position in Garmin in Q4 2013 and has held it in 30 quarters since.
  • Waddell & Reed Financial's Garmin position peaked at $181M in Q2 2014.
  • 633 funds tracked by Wall St. Rank held Garmin as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.