LPL Financial
THR

LPL Financial’s Thermon Group Holdings THR Stock Holding History

LPL Financial’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
-10,163
Closed -$331K – 5021
2023
Q4 		$331K Sell
10,163
-631
-6% -$18.8K ﹤0.01% 4014
2023
Q3 		$297K Buy
10,794
+1,833
+20% +$49.2K ﹤0.01% 3933
2023
Q2 		$238K Buy
8,961
+143
+2% +$3.32K ﹤0.01% 4025
2023
Q1 		$220K Buy
+8,818
New +$215K ﹤0.01% 3969

Other funds holding THR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

LPL Financial's THR Position: Q1 2024 in Review

LPL Financial sold out of Thermon Group Holdings (THR) in Q1 2024, closing a stake of 10,163 shares — an estimated $331K sold.

LPL Financial first reported a position in THR in Q1 2023 and held it in 4 quarters. The position peaked at $331K in Q4 2023. 146 funds tracked by Wall St. Rank hold THR as of Q1 2024.

  • LPL Financial reported no remaining Thermon Group Holdings position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 10,163 Thermon Group Holdings shares in Q1 2024, an estimated $331K.
  • LPL Financial first reported a position in Thermon Group Holdings in Q1 2023 and held it in 4 quarters.
  • LPL Financial's Thermon Group Holdings position peaked at $331K in Q4 2023.
  • 146 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.