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Advisory Research’s Gentherm THRM Stock Holding History

Advisory Research’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
-9,448
Closed -$617K – 403
2022
Q4 		$617K Buy
+9,448
New +$610K 0.06% 224
2022
Q3 		– Sell
-7,179
Closed -$448K – 402
2022
Q2 		$448K Sell
7,179
-8,840
-55% -$595K 0.04% 239
2022
Q1 		$1.17M Sell
16,019
-12,707
-44% -$1.06M 0.09% 168
2021
Q4 		$2.5M Buy
28,726
+3,038
+12% +$256K 0.2% 90
2021
Q3 		$2.08M Buy
25,688
+3,288
+15% +$260K 0.13% 126
2021
Q2 		$1.59M Sell
22,400
-1,115
-5% -$81.3K 0.1% 166
2021
Q1 		$1.74M Buy
23,515
+7,636
+48% +$542K 0.12% 137
2020
Q4 		$1.04M Buy
+15,879
New +$857K 0.08% 192

Other funds holding THRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
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

Advisory Research's THRM Position: Q1 2023 in Review

Advisory Research sold out of Gentherm (THRM) in Q1 2023, closing a stake of 9,448 shares — an estimated $617K sold.

Advisory Research first reported a position in THRM in Q4 2020 and held it in 8 quarters. The position peaked at $2.5M in Q4 2021. 232 funds tracked by Wall St. Rank hold THRM as of Q1 2023.

  • Advisory Research reported no remaining Gentherm position as of Q1 2023 after selling out during the quarter.
  • Advisory Research sold 9,448 Gentherm shares in Q1 2023, an estimated $617K.
  • Advisory Research first reported a position in Gentherm in Q4 2020 and held it in 8 quarters.
  • Advisory Research's Gentherm position peaked at $2.5M in Q4 2021.
  • 232 funds tracked by Wall St. Rank held Gentherm as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.