Zacks Investment Management’s Thermon Group Holdings THR Stock Holding History

Zacks Investment Management’s Portfolio THR Stock Details THR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21,514	Closed	-$701K	–	709
2023 Q4	$701K	Sell	21,514 -2,669	-11%	-$79.5K	0.01%	420
2023 Q3	$664K	Sell	24,183 -886	-4%	-$23.8K	0.01%	417
2023 Q2	$667K	Buy	25,069 +3,828	+18%	+$88.8K	0.01%	424
2023 Q1	$529K	Buy	+21,241	New	+$518K	0.01%	443
2022 Q2	–	Sell	-30,745	Closed	-$498K	–	650
2022 Q1	$498K	Hold	30,745	–	–	0.01%	442
2021 Q4	$521K	Buy	+30,745	New	+$538K	0.01%	457
2020 Q1	–	Sell	-55,102	Closed	-$1.48M	–	598
2019 Q4	$1.48M	Sell	55,102 -16,440	-23%	-$414K	0.03%	321
2019 Q3	$1.64M	Buy	+71,542	New	+$1.69M	0.03%	297

Other funds holding THR

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Zacks Investment Management's THR Position: Q1 2024 in Review

Zacks Investment Management sold out of Thermon Group Holdings (THR) in Q1 2024, closing a stake of 21,514 shares — an estimated $701K sold.

Zacks Investment Management first reported a position in THR in Q3 2019 and held it in 8 quarters. The position peaked at $1.64M in Q3 2019. 146 funds tracked by Wall St. Rank hold THR as of Q1 2024.

Zacks Investment Management reported no remaining Thermon Group Holdings position as of Q1 2024 after selling out during the quarter.
Zacks Investment Management sold 21,514 Thermon Group Holdings shares in Q1 2024, an estimated $701K.
Zacks Investment Management first reported a position in Thermon Group Holdings in Q3 2019 and held it in 8 quarters.
Zacks Investment Management's Thermon Group Holdings position peaked at $1.64M in Q3 2019.
146 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2024.

Based on Zacks Investment Management's 13F filing for Q1 2024, filed 15 May 2024.