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Sageworth Trust’s Gentherm THRM Stock Holding History

Sageworth Trust’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
2023
Q1 		– Sell
-979
Closed -$64K – 582
2022
Q4 		$64K Hold
979
– – 0.01% 116
2022
Q3 		$49K Sell
979
-1,855
-65% -$112K ﹤0.01% 117
2022
Q2 		$177K Buy
2,834
+2,781
+5,247% +$187K 0.02% 95
2022
Q1 		$4K Hold
53
– – ﹤0.01% 279
2021
Q4 		$5K Sell
53
-177
-77% -$14.9K ﹤0.01% 409
2021
Q3 		$19K Hold
230
– – ﹤0.01% 381
2021
Q2 		$16K Buy
+230
New +$16.8K ﹤0.01% 462

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Sageworth Trust's THRM Position: Q1 2023 in Review

Sageworth Trust sold out of Gentherm (THRM) in Q1 2023, closing a stake of 979 shares — an estimated $64K sold.

Sageworth Trust first reported a position in THRM in Q2 2021 and held it in 7 quarters. The position peaked at $177K in Q2 2022. 232 funds tracked by Wall St. Rank hold THRM as of Q1 2023.

  • Sageworth Trust reported no remaining Gentherm position as of Q1 2023 after selling out during the quarter.
  • Sageworth Trust sold 979 Gentherm shares in Q1 2023, an estimated $64K.
  • Sageworth Trust first reported a position in Gentherm in Q2 2021 and held it in 7 quarters.
  • Sageworth Trust's Gentherm position peaked at $177K in Q2 2022.
  • 232 funds tracked by Wall St. Rank held Gentherm as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.