AAM
Ardevora Asset Management’s Thor Industries THO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-516,419
| Closed | -$40.6M | – | 146 |
|
|
2022
Q1 | $40.6M | Buy |
516,419
+6,335
| +1% | +$499K | 0.53% | 119 |
|
|
2021
Q4 | $52.9M | Buy |
510,084
+50,600
| +11% | +$5.25M | 0.56% | 124 |
|
|
2021
Q3 | $56.4M | Sell |
459,484
-1,100
| -0.2% | -$135K | 0.72% | 106 |
|
|
2021
Q2 | $52M | Buy |
460,584
+88,214
| +24% | +$9.97M | 0.66% | 114 |
|
|
2021
Q1 | $50.2M | Sell |
372,370
-247,291
| -40% | -$33.3M | 0.75% | 92 |
|
|
2020
Q4 | $57.6M | Buy |
619,661
+161,713
| +35% | +$15M | 0.89% | 54 |
|
|
2020
Q3 | $43.6M | Buy |
457,948
+32,087
| +8% | +$3.06M | 0.8% | 89 |
|
|
2020
Q2 | $45.4M | Sell |
425,861
-290,100
| -41% | -$30.9M | 0.89% | 67 |
|
|
2020
Q1 | $30.2M | Sell |
715,961
-152,339
| -18% | -$6.43M | 0.8% | 94 |
|
|
2019
Q4 | $64.5M | Buy |
868,300
+7,000
| +0.8% | +$520K | 1.45% | 2 |
|
|
2019
Q3 | $48.8M | Buy |
861,300
+148,500
| +21% | +$8.41M | 1.36% | 1 |
|
|
2019
Q2 | $41.7M | Buy |
712,800
+171,800
| +32% | +$10M | 1.02% | 40 |
|
|
2019
Q1 | $33.7M | Sell |
541,000
-127,000
| -19% | -$7.92M | 0.88% | 64 |
|
|
2018
Q4 | $34.7M | Buy |
+668,000
| New | +$34.7M | 1.04% | 31 |
|