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Squar Milner Financial Services’s Gentherm THRM Stock Holding History

Squar Milner Financial Services’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
2019
Q3 		– Sell
-43
Closed -$2K – 664
2019
Q2 		$2K Buy
+43
New +$1.73K ﹤0.01% 752

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Squar Milner Financial Services's THRM Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Gentherm (THRM) in Q3 2019, closing a stake of 43 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in THRM in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 182 funds tracked by Wall St. Rank hold THRM as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Gentherm position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 43 Gentherm shares in Q3 2019, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Gentherm in Q2 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Gentherm position peaked at $2K in Q2 2019.
  • 182 funds tracked by Wall St. Rank held Gentherm as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.