Yorktown Management & Research Company’s Garmin GRMN Stock Holding History

Yorktown Management & Research Company’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
2023 Q1	–	Sell	-3,200	Closed	-$295K	–	199
2022 Q4	$295K	Hold	3,200	–	–	0.36%	138
2022 Q3	$257K	Buy	3,200 +1,000	+45%	+$94.5K	0.33%	132
2022 Q2	$216K	Buy	+2,200	New	+$232K	0.28%	162
2021 Q1	–	Sell	-4,050	Closed	-$485K	–	261
2020 Q4	$485K	Hold	4,050	–	–	0.44%	77
2020 Q3	$384K	Buy	4,050 +150	+4%	+$15K	0.36%	117
2020 Q2	$380K	Buy	+3,900	New	+$334K	0.34%	80
2020 Q1	–	Sell	-2,600	Closed	-$254K	–	273
2019 Q4	$254K	Hold	2,600	–	–	0.14%	229
2019 Q3	$220K	Hold	2,600	–	–	0.12%	265
2019 Q2	$207K	Hold	2,600	–	–	0.08%	280
2019 Q1	$225K	Buy	+2,600	New	+$196K	0.07%	289
2018 Q3	–	Sell	-5,600	Closed	-$342K	–	352
2018 Q2	$342K	Hold	5,600	–	–	0.1%	222
2018 Q1	$330K	Hold	5,600	–	–	0.1%	224
2017 Q4	$334K	Hold	5,600	–	–	0.1%	233
2017 Q3	$302K	Hold	5,600	–	–	0.08%	250
2017 Q2	$286K	Hold	5,600	–	–	0.09%	172
2017 Q1	$286K	Hold	5,600	–	–	0.07%	181
2016 Q4	$272K	Buy	+5,600	New	+$279K	0.07%	186
2015 Q4	–	Sell	-6,600	Closed	-$237K	–	417
2015 Q3	$237K	Buy	+6,600	New	+$263K	0.04%	356
2014 Q4	–	Sell	-14,000	Closed	-$728K	–	455
2014 Q3	$728K	Hold	14,000	–	–	0.14%	106
2014 Q2	$853K	Hold	14,000	–	–	0.16%	102
2014 Q1	$774K	Hold	14,000	–	–	0.15%	108
2013 Q4	$647K	Hold	14,000	–	–	0.13%	107
2013 Q3	$633K	Buy	+14,000	New	+$556K	0.14%	110

Other funds holding GRMN

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Yorktown Management & Research Company's GRMN Position: Q1 2023 in Review

Yorktown Management & Research Company sold out of Garmin (GRMN) in Q1 2023, closing a stake of 3,200 shares — an estimated $295K sold.

Yorktown Management & Research Company first reported a position in GRMN in Q3 2013 and held it in 23 quarters. The position peaked at $853K in Q2 2014. 640 funds tracked by Wall St. Rank hold GRMN as of Q1 2023.

Yorktown Management & Research Company reported no remaining Garmin position as of Q1 2023 after selling out during the quarter.
Yorktown Management & Research Company sold 3,200 Garmin shares in Q1 2023, an estimated $295K.
Yorktown Management & Research Company first reported a position in Garmin in Q3 2013 and held it in 23 quarters.
Yorktown Management & Research Company's Garmin position peaked at $853K in Q2 2014.
640 funds tracked by Wall St. Rank held Garmin as of Q1 2023.

Based on Yorktown Management & Research Company's 13F filing for Q1 2023, filed 21 Apr 2023.