Institutional & Family Asset Management’s Thermon Group Holdings THR Stock Holding History

Institutional & Family Asset Management’s Portfolio THR Stock Details THR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-36	Closed	-$1.17K	–	777
2023 Q4	$1.17K	Hold	36	–	–	﹤0.01%	605
2023 Q3	$989	Hold	36	–	–	﹤0.01%	616
2023 Q2	$958	Hold	36	–	–	﹤0.01%	631
2023 Q1	$897	Sell	36 -1	-3%	-$24	﹤0.01%	638
2022 Q4	$743	Hold	37	–	–	﹤0.01%	627
2022 Q3	$1K	Hold	37	–	–	﹤0.01%	679
2022 Q2	$1K	Hold	37	–	–	﹤0.01%	697
2022 Q1	$1K	Sell	37 -1	-3%	-$17	﹤0.01%	734
2021 Q4	$1K	Hold	38	–	–	﹤0.01%	764
2021 Q3	$1K	Sell	38 -26	-41%	-$432	﹤0.01%	879
2021 Q2	$1K	Hold	64	–	–	﹤0.01%	919
2021 Q1	$1K	Sell	64 -38	-37%	-$693	﹤0.01%	898
2020 Q4	$2K	Sell	102 -4	-4%	-$53	﹤0.01%	796
2020 Q3	$1K	Hold	106	–	–	﹤0.01%	813
2020 Q2	$2K	Sell	106 -32	-23%	-$474	﹤0.01%	716
2020 Q1	$2K	Buy	138 +72	+109%	+$1.5K	﹤0.01%	675
2019 Q4	$2K	Hold	66	–	–	﹤0.01%	764
2019 Q3	$2K	Buy	66 +2	+3%	+$47	﹤0.01%	732
2019 Q2	$2K	Hold	64	–	–	﹤0.01%	746
2019 Q1	$2K	Hold	64	–	–	﹤0.01%	740
2018 Q4	$1K	Hold	64	–	–	﹤0.01%	790
2018 Q3	$2K	Hold	64	–	–	﹤0.01%	759
2018 Q2	$1K	Hold	64	–	–	﹤0.01%	815
2018 Q1	$1K	Buy	+64	New	+$1.48K	﹤0.01%	813

Other funds holding THR

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Institutional & Family Asset Management's THR Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Thermon Group Holdings (THR) in Q1 2024, closing a stake of 36 shares — an estimated $1.17K sold.

Institutional & Family Asset Management first reported a position in THR in Q1 2018 and held it in 24 quarters. The position peaked at $2K in Q4 2020. 146 funds tracked by Wall St. Rank hold THR as of Q1 2024.

Institutional & Family Asset Management reported no remaining Thermon Group Holdings position as of Q1 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 36 Thermon Group Holdings shares in Q1 2024, an estimated $1.17K.
Institutional & Family Asset Management first reported a position in Thermon Group Holdings in Q1 2018 and held it in 24 quarters.
Institutional & Family Asset Management's Thermon Group Holdings position peaked at $2K in Q4 2020.
146 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.