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BerganKDV Wealth Management’s Thor Industries THO Stock Holding History

BerganKDV 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
2023
Q2 		$56.4K Hold
545
– – 0.01% 363
2023
Q1 		$43.4K Hold
545
– – ﹤0.01% 410
2022
Q4 		$41.1K Hold
545
– – ﹤0.01% 396
2022
Q3 		$38K Sell
545
-10
-2% -$817 ﹤0.01% 400
2022
Q2 		$41K Hold
555
– – ﹤0.01% 403
2022
Q1 		$44K Hold
555
– – ﹤0.01% 411
2021
Q4 		$58K Hold
555
– – 0.01% 407
2021
Q3 		$68K Hold
555
– – 0.01% 365
2021
Q2 		$63K Sell
555
-100
-15% -$12.7K 0.01% 360
2021
Q1 		$88K Hold
655
– – 0.01% 308
2020
Q4 		$61K Buy
655
+10
+2% +$937 0.01% 333
2020
Q3 		$61K Hold
645
– – 0.01% 318
2020
Q2 		$69K Sell
645
-215
-25% -$16.8K 0.01% 316
2020
Q1 		$36K Sell
860
-6,351
-88% -$441K 0.01% 356
2019
Q4 		$536K Sell
7,211
-249
-3% -$16.1K 0.1% 142
2019
Q3 		$423K Sell
7,460
-2,401
-24% -$126K 0.08% 147
2019
Q2 		$576K Sell
9,861
-567
-5% -$34.4K 0.11% 127
2019
Q1 		$650K Buy
10,428
+3,570
+52% +$226K 0.13% 116
2018
Q4 		$357K Buy
6,858
+2,847
+71% +$193K 0.08% 132
2018
Q3 		$336K Sell
4,011
-4,147
-51% -$397K 0.07% 144
2018
Q2 		$795K Buy
8,158
+3,055
+60% +$312K 0.18% 105
2018
Q1 		$588K Buy
5,103
+464
+10% +$62K 0.16% 110
2017
Q4 		$699K Buy
+4,639
New +$645K 0.17% 110

Other funds holding THO

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BerganKDV Wealth Management's THO Position: Q2 2023 in Review

BerganKDV Wealth Management held its Thor Industries (THO) position steady in Q2 2023 at 545 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #363.

BerganKDV Wealth Management first reported a position in THO in Q4 2017 and has held it in 23 quarters since. The position peaked at $795K in Q2 2018. 401 funds tracked by Wall St. Rank hold THO as of Q2 2023.

  • BerganKDV Wealth Management held 545 shares of Thor Industries worth $56.4K as of Q2 2023.
  • BerganKDV Wealth Management left its Thor Industries share count unchanged in Q2 2023.
  • Thor Industries made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #363 holding.
  • BerganKDV Wealth Management first reported a position in Thor Industries in Q4 2017 and has held it in 23 quarters since.
  • BerganKDV Wealth Management's Thor Industries position peaked at $795K in Q2 2018.
  • 401 funds tracked by Wall St. Rank held Thor Industries as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.