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Bartlett & Co Wealth Management’s Thor Industries THO Stock Holding History

Bartlett & Co Wealth 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
Q3 		– Sell
-206
Closed -$15.4K – 1277
2022
Q2 		$15.4K Buy
+206
New +$16K ﹤0.01% 784
2018
Q4 		– Sell
-645
Closed -$54K – 724
2018
Q3 		$54K Buy
+645
New +$61.7K ﹤0.01% 427

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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bartlett & Co Wealth Management's THO Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Thor Industries (THO) in Q3 2022, closing a stake of 206 shares — an estimated $15.4K sold.

Bartlett & Co Wealth Management first reported a position in THO in Q3 2018 and held it in 2 quarters. The position peaked at $54K in Q3 2018. 399 funds tracked by Wall St. Rank hold THO as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Thor Industries position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 206 Thor Industries shares in Q3 2022, an estimated $15.4K.
  • Bartlett & Co Wealth Management first reported a position in Thor Industries in Q3 2018 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Thor Industries position peaked at $54K in Q3 2018.
  • 399 funds tracked by Wall St. Rank held Thor Industries as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.