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Lee Financial’s Gentherm THRM Stock Holding History

Lee Financial’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
Q1 		– Sell
-165
Closed -$8.64K – 748
2023
Q4 		$8.64K Hold
165
– – ﹤0.01% 461
2023
Q3 		$8.95K Hold
165
– – ﹤0.01% 427
2023
Q2 		$9.32K Hold
165
– – ﹤0.01% 416
2023
Q1 		$9.97K Hold
165
– – ﹤0.01% 418
2022
Q4 		$10.8K Hold
165
– – ﹤0.01% 451
2022
Q3 		$8K Hold
165
– – ﹤0.01% 482
2022
Q2 		$10K Hold
165
– – ﹤0.01% 456
2022
Q1 		$12K Hold
165
– – ﹤0.01% 413
2021
Q4 		$14K Hold
165
– – ﹤0.01% 433
2021
Q3 		$13K Buy
165
+70
+74% +$5.54K ﹤0.01% 399
2021
Q2 		$7K Hold
95
– – ﹤0.01% 443
2021
Q1 		$7K Buy
+95
New +$6.74K ﹤0.01% 422

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Financial's THRM Position: Q1 2024 in Review

Lee Financial sold out of Gentherm (THRM) in Q1 2024, closing a stake of 165 shares — an estimated $8.64K sold.

Lee Financial first reported a position in THRM in Q1 2021 and held it in 12 quarters. The position peaked at $14K in Q4 2021. 239 funds tracked by Wall St. Rank hold THRM as of Q1 2024.

  • Lee Financial reported no remaining Gentherm position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 165 Gentherm shares in Q1 2024, an estimated $8.64K.
  • Lee Financial first reported a position in Gentherm in Q1 2021 and held it in 12 quarters.
  • Lee Financial's Gentherm position peaked at $14K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held Gentherm as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.