Cipher Capital’s Thor Industries THO Stock Holding History

Cipher Capital’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
2024 Q1	–	Sell	-1,892	Closed	-$224K	–	613
2023 Q4	$224K	Buy	+1,892	New	+$189K	0.07%	404
2023 Q3	–	Sell	-11,576	Closed	-$1.2M	–	594
2023 Q2	$1.2M	Buy	+11,576	New	+$978K	0.2%	172
2020 Q3	–	Sell	-45,657	Closed	-$4.86M	–	644
2020 Q2	$4.86M	Buy	+45,657	New	+$3.57M	0.77%	22
2019 Q4	–	Sell	-36,124	Closed	-$2.05M	–	646
2019 Q3	$2.05M	Buy	+36,124	New	+$1.9M	0.16%	201
2018 Q1	–	Sell	-7,429	Closed	-$1.12M	–	695
2017 Q4	$1.12M	Buy	+7,429	New	+$1.03M	0.09%	339
2017 Q3	–	Sell	-18,102	Closed	-$1.89M	–	675
2017 Q2	$1.89M	Buy	18,102 +13,728	+314%	+$1.33M	0.15%	258
2017 Q1	$420K	Sell	4,374 -4,796	-52%	-$498K	0.03%	494
2016 Q4	$918K	Sell	9,170 -9,390	-51%	-$847K	0.06%	417
2016 Q3	$1.57M	Sell	18,560 -5,239	-22%	-$407K	0.1%	342
2016 Q2	$1.54M	Buy	23,799 +13,134	+123%	+$840K	0.11%	323
2016 Q1	$680K	Buy	10,665 +5,171	+94%	+$283K	0.06%	476
2015 Q4	$309K	Buy	+5,494	New	+$305K	0.04%	453

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

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

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Cipher Capital's THO Position: Q1 2024 in Review

Cipher Capital sold out of Thor Industries (THO) in Q1 2024, closing a stake of 1,892 shares — an estimated $224K sold.

Cipher Capital first reported a position in THO in Q4 2015 and held it in 12 quarters. The position peaked at $4.86M in Q2 2020. 412 funds tracked by Wall St. Rank hold THO as of Q1 2024.

Cipher Capital reported no remaining Thor Industries position as of Q1 2024 after selling out during the quarter.
Cipher Capital sold 1,892 Thor Industries shares in Q1 2024, an estimated $224K.
Cipher Capital first reported a position in Thor Industries in Q4 2015 and held it in 12 quarters.
Cipher Capital's Thor Industries position peaked at $4.86M in Q2 2020.
412 funds tracked by Wall St. Rank held Thor Industries as of Q1 2024.

Based on Cipher Capital's 13F filing for Q1 2024, filed 15 May 2024.