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 $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

Impax Asset Management Group

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

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

Select Equity Group

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

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

Primecap Management

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

Geode Capital Management

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

Sumitomo Mitsui Trust Group

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