AR
THR

Advisory Research’s Thermon Group Holdings THR Stock Holding History

Advisory Research’s Portfolio THR Stock Details THR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19,247
Closed -$627K – 307
2023
Q4 		$627K Buy
19,247
+11,542
+150% +$344K 0.1% 209
2023
Q3 		$212K Buy
+7,705
New +$207K 0.03% 416

Other funds holding THR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Advisory Research's THR Position: Q1 2024 in Review

Advisory Research sold out of Thermon Group Holdings (THR) in Q1 2024, closing a stake of 19,247 shares — an estimated $627K sold.

Advisory Research first reported a position in THR in Q3 2023 and held it in 2 quarters. The position peaked at $627K in Q4 2023. 146 funds tracked by Wall St. Rank hold THR as of Q1 2024.

  • Advisory Research reported no remaining Thermon Group Holdings position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 19,247 Thermon Group Holdings shares in Q1 2024, an estimated $627K.
  • Advisory Research first reported a position in Thermon Group Holdings in Q3 2023 and held it in 2 quarters.
  • Advisory Research's Thermon Group Holdings position peaked at $627K in Q4 2023.
  • 146 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.