Steward Financial Group’s Gentherm THRM Stock Holding History

Steward Financial Group’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 Q3	$2K	Buy	+43	New	+$2.5K	﹤0.01%	1051
2023 Q2	–	Sell	-34	Closed	-$2K	–	960
2023 Q1	$2K	Buy	34 +12	+55%	+$804	﹤0.01%	540
2022 Q4	$1K	Buy	+22	New	+$1.42K	﹤0.01%	480
2022 Q3	–	Sell	-29	Closed	-$1K	–	1196
2022 Q2	$1K	Buy	+29	New	+$1.95K	﹤0.01%	877

Other funds holding THRM

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

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VBA

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

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Financial Group's THRM Position: Q3 2023 in Review

Steward Financial Group opened a new position in Gentherm (THRM) in Q3 2023: 43 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1051 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in THRM as recently as Q1 2023.

Steward Financial Group first reported a position in THRM in Q2 2022 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold THRM as of Q3 2023.

Steward Financial Group held 43 shares of Gentherm worth $2K as of Q3 2023.
Gentherm was a new Steward Financial Group position in Q3 2023.
Gentherm made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1051 holding.
Steward Financial Group first reported a position in Gentherm in Q2 2022 and has held it in 4 quarters since.
227 funds tracked by Wall St. Rank held Gentherm as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.