ACK Asset Management’s Gentherm THRM Stock Holding History

ACK Asset Management’s Portfolio THRM Stock Details THRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-389,258	Closed	-$25.4M	–	26
2022 Q4	$25.4M	Buy	389,258 +41,758	+12%	+$2.7M	4.67%	11
2022 Q3	$17.3M	Sell	347,500 -17,500	-5%	-$1.06M	4.58%	11
2022 Q2	$22.8M	Sell	365,000 -9,800	-3%	-$660K	6.38%	6
2022 Q1	$27.4M	Buy	374,800 +4,200	+1%	+$350K	5.94%	7
2021 Q4	$23.1M	Buy	370,600 +56,300	+18%	+$4.74M	5.44%	5
2021 Q3	$18.3M	Buy	314,300 +4,300	+1%	+$340K	5.36%	6
2021 Q2	$15.6M	Buy	310,000 +20,000	+7%	+$1.46M	5.74%	5
2021 Q1	$14.1M	Buy	290,000 +14,400	+5%	+$1.02M	5.6%	6
2020 Q4	$12.5M	Buy	275,600 +86,900	+46%	+$4.69M	5.15%	7
2020 Q3	$8.36M	Buy	+188,700	New	+$7.89M	4.3%	12
2019 Q1	–	Sell	-290,000	Closed	-$10.2M	–	35
2018 Q4	$10.2M	Hold	290,000	–	–	3.46%	11
2018 Q3	$13.2M	Hold	290,000	–	–	3.62%	9
2018 Q2	$10.2M	Buy	290,000 +250,900	+642%	+$8.99M	2.72%	15
2018 Q1	$1.33M	Buy	+39,100	New	+$1.27M	0.33%	26

Other funds holding THRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

ACK Asset Management's THRM Position: Q1 2023 in Review

ACK Asset Management sold out of Gentherm (THRM) in Q1 2023, closing a stake of 389,258 shares — an estimated $25.4M sold.

ACK Asset Management first reported a position in THRM in Q1 2018 and held it in 14 quarters. The position peaked at $27.4M in Q1 2022. 232 funds tracked by Wall St. Rank hold THRM as of Q1 2023.

ACK Asset Management reported no remaining Gentherm position as of Q1 2023 after selling out during the quarter.
ACK Asset Management sold 389,258 Gentherm shares in Q1 2023, an estimated $25.4M.
ACK Asset Management first reported a position in Gentherm in Q1 2018 and held it in 14 quarters.
ACK Asset Management's Gentherm position peaked at $27.4M in Q1 2022.
232 funds tracked by Wall St. Rank held Gentherm as of Q1 2023.

Based on ACK Asset Management's 13F filing for Q1 2023, filed 12 May 2023.