ET
THRM icon

Equitable Trust’s Gentherm THRM Stock Holding History

Equitable Trust’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
2019
Q3 		– Sell
-5,000
Closed -$209K – 291
2019
Q2 		$209K Buy
+5,000
New +$201K 0.02% 270
2018
Q4 		– Sell
-5,000
Closed -$227K – 291
2018
Q3 		$227K Buy
+5,000
New +$227K 0.03% 271

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Equitable Trust's THRM Position: Q3 2019 in Review

Equitable Trust sold out of Gentherm (THRM) in Q3 2019, closing a stake of 5,000 shares — an estimated $209K sold.

Equitable Trust first reported a position in THRM in Q3 2018 and held it in 2 quarters. The position peaked at $227K in Q3 2018. 182 funds tracked by Wall St. Rank hold THRM as of Q3 2019.

  • Equitable Trust reported no remaining Gentherm position as of Q3 2019 after selling out during the quarter.
  • Equitable Trust sold 5,000 Gentherm shares in Q3 2019, an estimated $209K.
  • Equitable Trust first reported a position in Gentherm in Q3 2018 and held it in 2 quarters.
  • Equitable Trust's Gentherm position peaked at $227K in Q3 2018.
  • 182 funds tracked by Wall St. Rank held Gentherm as of Q3 2019.

Based on Equitable Trust's 13F filing for Q3 2019, filed 19 Nov 2019.