Surevest’s Gentherm THRM Stock Holding History

Surevest’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
2022 Q3	–	Sell	-35	Closed	-$2K	–	584
2022 Q2	$2K	Hold	35	–	–	﹤0.01%	435
2022 Q1	$3K	Hold	35	–	–	﹤0.01%	373
2021 Q4	$3K	Buy	+35	New	+$2.94K	﹤0.01%	379

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

DGI

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Surevest's THRM Position: Q3 2022 in Review

Surevest sold out of Gentherm (THRM) in Q3 2022, closing a stake of 35 shares — an estimated $2K sold.

Surevest first reported a position in THRM in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 215 funds tracked by Wall St. Rank hold THRM as of Q3 2022.

Surevest reported no remaining Gentherm position as of Q3 2022 after selling out during the quarter.
Surevest sold 35 Gentherm shares in Q3 2022, an estimated $2K.
Surevest first reported a position in Gentherm in Q4 2021 and held it in 3 quarters.
Surevest's Gentherm position peaked at $3K in Q1 2022.
215 funds tracked by Wall St. Rank held Gentherm as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.