AJO LP’s Thor Industries THO Stock Holding History

AJO LP’s Portfolio THO Stock Details THO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-10,356	Closed	-$1.04M	–	574
2016 Q4	$1.04M	Buy	10,356 +321	+3%	+$29K	﹤0.01%	416
2016 Q3	$850K	Buy	10,035 +2,432	+32%	+$189K	﹤0.01%	416
2016 Q2	$492K	Buy	+7,603	New	+$486K	﹤0.01%	438

Other funds holding THO

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

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

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

AJO LP's THO Position: Q1 2017 in Review

AJO LP sold out of Thor Industries (THO) in Q1 2017, closing a stake of 10,356 shares — an estimated $1.04M sold.

AJO LP first reported a position in THO in Q2 2016 and held it in 3 quarters. The position peaked at $1.04M in Q4 2016. 420 funds tracked by Wall St. Rank hold THO as of Q1 2017.

AJO LP reported no remaining Thor Industries position as of Q1 2017 after selling out during the quarter.
AJO LP sold 10,356 Thor Industries shares in Q1 2017, an estimated $1.04M.
AJO LP first reported a position in Thor Industries in Q2 2016 and held it in 3 quarters.
AJO LP's Thor Industries position peaked at $1.04M in Q4 2016.
420 funds tracked by Wall St. Rank held Thor Industries as of Q1 2017.

Based on AJO LP's 13F filing for Q1 2017, filed 15 May 2017.