Eagle Ridge Investment Management’s Gentherm THRM Stock Holding History

Eagle Ridge Investment 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
2024 Q4	$258K	Buy	6,468 +196	+3%	+$8.22K	0.02%	131
2024 Q3	$292K	Hold	6,272	–	–	0.03%	124
2024 Q2	$309K	Hold	6,272	–	–	0.03%	121
2024 Q1	$361K	Hold	6,272	–	–	0.03%	116
2023 Q4	$328K	Hold	6,272	–	–	0.03%	119
2023 Q3	$340K	Buy	6,272 +316	+5%	+$18.3K	0.04%	114
2023 Q2	$337K	Buy	5,956 +372	+7%	+$21.4K	0.04%	122
2023 Q1	$337K	Hold	5,584	–	–	0.04%	120
2022 Q4	$365K	Sell	5,584 -321	-5%	-$20.7K	0.04%	114
2022 Q3	$294K	Hold	5,905	–	–	0.04%	118
2022 Q2	$369K	Hold	5,905	–	–	0.04%	112
2022 Q1	$431K	Hold	5,905	–	–	0.05%	113
2021 Q4	$513K	Hold	5,905	–	–	0.05%	105
2021 Q3	$478K	Buy	+5,905	New	+$467K	0.05%	103

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

VBA

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

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

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Eagle Ridge Investment Management's THRM Position: Q4 2024 in Review

Eagle Ridge Investment Management increased its Gentherm (THRM) stake by 3.1% in Q4 2024, buying an estimated $8.22K and bringing the position to 6,468 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #131.

Eagle Ridge Investment Management first reported a position in THRM in Q3 2021 and has held it in 14 quarters since. The position peaked at $513K in Q4 2021. 222 funds tracked by Wall St. Rank hold THRM as of Q4 2024.

Eagle Ridge Investment Management held 6,468 shares of Gentherm worth $258K as of Q4 2024.
Eagle Ridge Investment Management bought 196 Gentherm shares in Q4 2024, an estimated $8.22K.
Gentherm made up 0.02% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #131 holding.
Eagle Ridge Investment Management first reported a position in Gentherm in Q3 2021 and has held it in 14 quarters since.
Eagle Ridge Investment Management's Gentherm position peaked at $513K in Q4 2021.
222 funds tracked by Wall St. Rank held Gentherm as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.