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Disciplined Investments’s Gentherm THRM Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-5
Closed -$283 – 1397
2023
Q2 		$283 Hold
5
– – ﹤0.01% 1413
2023
Q1 		$302 Sell
5
-2
-29% -$134 ﹤0.01% 1392
2022
Q4 		$457 Buy
7
+2
+40% +$129 ﹤0.01% 1215
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1611
2022
Q2 		$0 Hold
5
– – ﹤0.01% 1618
2022
Q1 		$0 Buy
+5
New +$416 ﹤0.01% 1616

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Disciplined Investments's THRM Position: Q3 2023 in Review

Disciplined Investments sold out of Gentherm (THRM) in Q3 2023, closing a stake of 5 shares — an estimated $283 sold.

Disciplined Investments first reported a position in THRM in Q1 2022 and held it in 6 quarters. The position peaked at $457 in Q4 2022. 227 funds tracked by Wall St. Rank hold THRM as of Q3 2023.

  • Disciplined Investments reported no remaining Gentherm position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 Gentherm shares in Q3 2023, an estimated $283.
  • Disciplined Investments first reported a position in Gentherm in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Gentherm position peaked at $457 in Q4 2022.
  • 227 funds tracked by Wall St. Rank held Gentherm as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.