YorkBridge Wealth Partners’s Trimble TRMB Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$207K	Sell	4,093 -310	-7%	-$17.3K	0.05%	246
2022 Q3	$239K	Sell	4,403 -348	-7%	-$22K	0.06%	240
2022 Q2	$277K	Buy	+4,751	New	+$312K	0.07%	209
2019 Q3	–	Sell	-38	Closed	-$2K	–	601
2019 Q2	$2K	Hold	38	–	–	﹤0.01%	711
2019 Q1	$2K	Hold	38	–	–	﹤0.01%	710
2018 Q4	$1K	Hold	38	–	–	﹤0.01%	722
2018 Q3	$2K	Hold	38	–	–	﹤0.01%	716
2018 Q2	$1K	Hold	38	–	–	﹤0.01%	833
2018 Q1	$1K	Hold	38	–	–	﹤0.01%	827
2017 Q4	$2K	Hold	38	–	–	﹤0.01%	815
2017 Q3	$1K	Hold	38	–	–	﹤0.01%	859
2017 Q2	$1K	Hold	38	–	–	﹤0.01%	849
2017 Q1	$1K	Hold	38	–	–	﹤0.01%	838
2016 Q4	$1K	Buy	+38	New	+$1.09K	﹤0.01%	852

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

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

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

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

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

YorkBridge Wealth Partners's TRMB Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Trimble (TRMB) stake by 7% in Q4 2022, selling an estimated $17.3K and leaving 4,093 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #246.

YorkBridge Wealth Partners first reported a position in TRMB in Q4 2016 and has held it in 14 quarters since. The position peaked at $277K in Q2 2022. 594 funds tracked by Wall St. Rank hold TRMB as of Q4 2022.

YorkBridge Wealth Partners held 4,093 shares of Trimble worth $207K as of Q4 2022.
YorkBridge Wealth Partners sold 310 Trimble shares in Q4 2022, an estimated $17.3K.
Trimble made up 0.05% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #246 holding.
YorkBridge Wealth Partners first reported a position in Trimble in Q4 2016 and has held it in 14 quarters since.
YorkBridge Wealth Partners's Trimble position peaked at $277K in Q2 2022.
594 funds tracked by Wall St. Rank held Trimble as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.