Artisan Partners’s Thor Industries THO Stock Holding History

Artisan Partners’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
2021 Q4	–	Sell	-527,723	Closed	-$64.8M	–	353
2021 Q3	$64.8M	Sell	527,723 -6,320	-1%	-$721K	0.08%	223
2021 Q2	$60.3M	Sell	534,043 -189,281	-26%	-$24.1M	0.07%	224
2021 Q1	$97.5M	Sell	723,324 -436,282	-38%	-$52.9M	0.12%	180
2020 Q4	$108M	Sell	1,159,606 -64,654	-5%	-$6.06M	0.13%	164
2020 Q3	$117M	Sell	1,224,260 -199,955	-14%	-$20.7M	0.16%	139
2020 Q2	$152M	Sell	1,424,215 -655,264	-32%	-$51.3M	0.24%	112
2020 Q1	$87.7M	Sell	2,079,479 -51,843	-2%	-$3.6M	0.19%	118
2019 Q4	$158M	Sell	2,131,322 -53,328	-2%	-$3.44M	0.28%	87
2019 Q3	$124M	Buy	2,184,650 +135,407	+7%	+$7.1M	0.23%	101
2019 Q2	$120M	Buy	+2,049,243	New	+$124M	0.22%	104

Other funds holding THO

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Artisan Partners's THO Position: Q4 2021 in Review

Artisan Partners sold out of Thor Industries (THO) in Q4 2021, closing a stake of 527,723 shares — an estimated $64.8M sold.

Artisan Partners first reported a position in THO in Q2 2019 and held it in 10 quarters. The position peaked at $158M in Q4 2019. 435 funds tracked by Wall St. Rank hold THO as of Q4 2021.

Artisan Partners reported no remaining Thor Industries position as of Q4 2021 after selling out during the quarter.
Artisan Partners sold 527,723 Thor Industries shares in Q4 2021, an estimated $64.8M.
Artisan Partners first reported a position in Thor Industries in Q2 2019 and held it in 10 quarters.
Artisan Partners's Thor Industries position peaked at $158M in Q4 2019.
435 funds tracked by Wall St. Rank held Thor Industries as of Q4 2021.

Based on Artisan Partners's 13F filing for Q4 2021, filed 11 Feb 2022.