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Ardevora Asset Management’s Thor Industries THO Stock Holding History

Ardevora Asset Management’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
2022
Q2 		– Sell
-516,419
Closed -$40.6M – 146
2022
Q1 		$40.6M Buy
516,419
+6,335
+1% +$583K 0.53% 119
2021
Q4 		$52.9M Buy
510,084
+50,600
+11% +$5.49M 0.56% 124
2021
Q3 		$56.4M Sell
459,484
-1,100
-0.2% -$126K 0.72% 106
2021
Q2 		$52M Buy
460,584
+88,214
+24% +$11.2M 0.66% 114
2021
Q1 		$50.2M Sell
372,370
-247,291
-40% -$30M 0.75% 92
2020
Q4 		$57.6M Buy
619,661
+161,713
+35% +$15.2M 0.89% 54
2020
Q3 		$43.6M Buy
457,948
+32,087
+8% +$3.32M 0.8% 89
2020
Q2 		$45.4M Sell
425,861
-290,100
-41% -$22.7M 0.89% 67
2020
Q1 		$30.2M Sell
715,961
-152,339
-18% -$10.6M 0.8% 94
2019
Q4 		$64.5M Buy
868,300
+7,000
+0.8% +$452K 1.45% 2
2019
Q3 		$48.8M Buy
861,300
+148,500
+21% +$7.79M 1.36% 1
2019
Q2 		$41.7M Buy
712,800
+171,800
+32% +$10.4M 1.02% 40
2019
Q1 		$33.7M Sell
541,000
-127,000
-19% -$8.04M 0.88% 64
2018
Q4 		$34.7M Buy
+668,000
New +$45.2M 1.04% 31

Other funds holding THO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Ardevora Asset Management's THO Position: Q2 2022 in Review

Ardevora Asset Management sold out of Thor Industries (THO) in Q2 2022, closing a stake of 516,419 shares — an estimated $40.6M sold.

Ardevora Asset Management first reported a position in THO in Q4 2018 and held it in 14 quarters. The position peaked at $64.5M in Q4 2019. 421 funds tracked by Wall St. Rank hold THO as of Q2 2022.

  • Ardevora Asset Management reported no remaining Thor Industries position as of Q2 2022 after selling out during the quarter.
  • Ardevora Asset Management sold 516,419 Thor Industries shares in Q2 2022, an estimated $40.6M.
  • Ardevora Asset Management first reported a position in Thor Industries in Q4 2018 and held it in 14 quarters.
  • Ardevora Asset Management's Thor Industries position peaked at $64.5M in Q4 2019.
  • 421 funds tracked by Wall St. Rank held Thor Industries as of Q2 2022.

Based on Ardevora Asset Management's 13F filing for Q2 2022, filed 11 Jul 2022.