Fernwood Investment Management’s Gentherm THRM Stock Holding History

Fernwood 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	$281K	Hold	7,045	–	–	0.1%	138
2024 Q3	$328K	Hold	7,045	–	–	0.11%	150
2024 Q2	$347K	Hold	7,045	–	–	0.11%	146
2024 Q1	$406K	Sell	7,045 -840	-11%	-$43.7K	0.12%	144
2023 Q4	$413K	Sell	7,885 -2,000	-20%	-$97.7K	0.14%	134
2023 Q3	$536K	Hold	9,885	–	–	0.19%	110
2023 Q2	$559K	Hold	9,885	–	–	0.2%	107
2023 Q1	$597K	Hold	9,885	–	–	0.23%	102
2022 Q4	$645K	Sell	9,885 -1,300	-12%	-$84K	0.27%	102
2022 Q3	$556K	Hold	11,185	–	–	0.23%	108
2022 Q2	$698K	Hold	11,185	–	–	0.3%	89
2022 Q1	$817K	Sell	11,185 -500	-4%	-$41.6K	0.29%	92
2021 Q4	$1.01M	Hold	11,685	–	–	0.33%	87
2021 Q3	$946K	Hold	11,685	–	–	0.33%	88
2021 Q2	$830K	Hold	11,685	–	–	0.27%	99
2021 Q1	$866K	Buy	11,685 +500	+4%	+$35.5K	0.32%	89
2020 Q4	$729K	Sell	11,185 -900	-7%	-$48.6K	0.29%	95
2020 Q3	$494K	Hold	12,085	–	–	0.23%	105
2020 Q2	$470K	Sell	12,085 -170	-1%	-$6.44K	0.23%	105
2020 Q1	$385K	Buy	12,255 +170	+1%	+$7.25K	0.25%	101
2019 Q4	$536K	Sell	12,085 -1,200	-9%	-$51.1K	0.26%	95
2019 Q3	$546K	Sell	13,285 -600	-4%	-$23.7K	0.27%	95
2019 Q2	$581K	Hold	13,885	–	–	0.32%	79
2019 Q1	$512K	Hold	13,885	–	–	0.27%	83
2018 Q4	$555K	Hold	13,885	–	–	0.36%	76
2018 Q3	$631K	Hold	13,885	–	–	0.33%	80
2018 Q2	$546K	Hold	13,885	–	–	0.29%	83
2018 Q1	$471K	Hold	13,885	–	–	0.26%	90
2017 Q4	$441K	Hold	13,885	–	–	0.24%	95
2017 Q3	$516K	Buy	13,885 +2,000	+17%	+$68.5K	0.32%	79
2017 Q2	$461K	Buy	11,885 +4,985	+72%	+$186K	0.33%	83
2017 Q1	$271K	Buy	+6,900	New	+$247K	0.22%	108

Other funds holding THRM

BlackRock New York $6.73T AUM 46.02% 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 $3.1B AUM 12.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fernwood Investment Management's THRM Position: Q4 2024 in Review

Fernwood Investment Management held its Gentherm (THRM) position steady in Q4 2024 at 7,045 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #138.

Fernwood Investment Management first reported a position in THRM in Q1 2017 and has held it in 32 quarters since. The position peaked at $1.01M in Q4 2021. 222 funds tracked by Wall St. Rank hold THRM as of Q4 2024.

Fernwood Investment Management held 7,045 shares of Gentherm worth $281K as of Q4 2024.
Fernwood Investment Management left its Gentherm share count unchanged in Q4 2024.
Gentherm made up 0.1% of Fernwood Investment Management's portfolio in Q4 2024, its #138 holding.
Fernwood Investment Management first reported a position in Gentherm in Q1 2017 and has held it in 32 quarters since.
Fernwood Investment Management's Gentherm position peaked at $1.01M in Q4 2021.
222 funds tracked by Wall St. Rank held Gentherm as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.