Skylands Capital’s Gentherm THRM Stock Holding History

Skylands Capital’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
2018 Q2	–	Sell	-12,100	Closed	-$411K	–	172
2018 Q1	$411K	Sell	12,100 -12,600	-51%	-$408K	0.05%	128
2017 Q4	$784K	Hold	24,700	–	–	0.1%	109
2017 Q3	$918K	Sell	24,700 -40,850	-62%	-$1.4M	0.12%	108
2017 Q2	$2.54M	Sell	65,550 -40,900	-38%	-$1.53M	0.35%	71
2017 Q1	$4.18M	Sell	106,450 -2,650	-2%	-$94.9K	0.58%	43
2016 Q4	$3.69M	Sell	109,100 -37,350	-26%	-$1.16M	0.56%	45
2016 Q3	$4.6M	Buy	146,450 +14,450	+11%	+$478K	0.72%	33
2016 Q2	$4.52M	Buy	132,000 +33,450	+34%	+$1.27M	0.74%	34
2016 Q1	$4.1M	Buy	98,550 +87,750	+813%	+$3.55M	0.66%	36
2015 Q4	$512K	Hold	10,800	–	–	0.07%	154
2015 Q3	$485K	Buy	10,800 +400	+4%	+$19.2K	0.07%	153
2015 Q2	$571K	Buy	+10,400	New	+$551K	0.06%	179

Other funds holding THRM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Skylands Capital's THRM Position: Q2 2018 in Review

Skylands Capital sold out of Gentherm (THRM) in Q2 2018, closing a stake of 12,100 shares — an estimated $411K sold.

Skylands Capital first reported a position in THRM in Q2 2015 and held it in 12 quarters. The position peaked at $4.6M in Q3 2016. 187 funds tracked by Wall St. Rank hold THRM as of Q2 2018.

Skylands Capital reported no remaining Gentherm position as of Q2 2018 after selling out during the quarter.
Skylands Capital sold 12,100 Gentherm shares in Q2 2018, an estimated $411K.
Skylands Capital first reported a position in Gentherm in Q2 2015 and held it in 12 quarters.
Skylands Capital's Gentherm position peaked at $4.6M in Q3 2016.
187 funds tracked by Wall St. Rank held Gentherm as of Q2 2018.

Based on Skylands Capital's 13F filing for Q2 2018, filed 24 Jul 2018.