PWMCO LLC’s Thermon Group Holdings THR Stock Holding History

PWMCO LLC’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
2020 Q1	$1.19M	Sell	79,000 -6,000	-7%	-$125K	0.4%	36
2019 Q4	$2.28M	Hold	85,000	–	–	0.54%	34
2019 Q3	$1.95M	Hold	85,000	–	–	0.49%	30
2019 Q2	$2.18M	Hold	85,000	–	–	0.54%	28
2019 Q1	$2.08M	Hold	85,000	–	–	0.53%	31
2018 Q4	$1.72M	Hold	85,000	–	–	0.5%	31
2018 Q3	$2.19M	Sell	85,000 -146,836	-63%	-$3.7M	0.56%	30
2018 Q2	$5.3M	Buy	+231,836	New	+$5.43M	1.46%	22

Other funds holding THR

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

VLKIM

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

PWMCO LLC's THR Position: Q1 2020 in Review

PWMCO LLC reduced its Thermon Group Holdings (THR) stake by 7.1% in Q1 2020, selling an estimated $125K and leaving 79,000 shares worth $1.19M. The position accounts for 0.4% of the portfolio, ranked #36.

PWMCO LLC first reported a position in THR in Q2 2018 and has held it in 8 quarters since. The position peaked at $5.3M in Q2 2018. 118 funds tracked by Wall St. Rank hold THR as of Q1 2020.

PWMCO LLC held 79,000 shares of Thermon Group Holdings worth $1.19M as of Q1 2020.
PWMCO LLC sold 6,000 Thermon Group Holdings shares in Q1 2020, an estimated $125K.
Thermon Group Holdings made up 0.4% of PWMCO LLC's portfolio in Q1 2020, its #36 holding.
PWMCO LLC first reported a position in Thermon Group Holdings in Q2 2018 and has held it in 8 quarters since.
PWMCO LLC's Thermon Group Holdings position peaked at $5.3M in Q2 2018.
118 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2020.

Based on PWMCO LLC's 13F filing for Q1 2020, filed 17 Apr 2020.