Duality Advisers’s Thor Industries THO Stock Holding History

Duality Advisers’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 Q4	–	Sell	-3,787	Closed	-$360K	–	743
2023 Q3	$360K	Buy	+3,787	New	+$396K	0.04%	457
2023 Q2	–	Sell	-9,362	Closed	-$746K	–	729
2023 Q1	$746K	Sell	9,362 -36,086	-79%	-$3.18M	0.08%	346
2022 Q4	$3.43M	Sell	45,448 -13,682	-23%	-$1.1M	0.39%	63
2022 Q3	$4.14M	Buy	59,130 +9,181	+18%	+$750K	0.45%	52
2022 Q2	$3.73M	Buy	+49,949	New	+$3.87M	0.37%	63
2022 Q1	–	Sell	-3,320	Closed	-$345K	–	822
2021 Q4	$345K	Buy	+3,320	New	+$360K	0.04%	433
2021 Q3	–	Sell	-14,266	Closed	-$1.61M	–	703
2021 Q2	$1.61M	Buy	+14,266	New	+$1.81M	0.14%	244
2020 Q1	–	Sell	-21,531	Closed	-$1.6M	–	299
2019 Q4	$1.6M	Sell	21,531 -63,729	-75%	-$4.11M	0.1%	223
2019 Q3	$4.83M	Buy	+85,260	New	+$4.47M	0.27%	117

Other funds holding THO

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Duality Advisers's THO Position: Q4 2023 in Review

Duality Advisers sold out of Thor Industries (THO) in Q4 2023, closing a stake of 3,787 shares — an estimated $360K sold.

Duality Advisers first reported a position in THO in Q3 2019 and held it in 9 quarters. The position peaked at $4.83M in Q3 2019. 423 funds tracked by Wall St. Rank hold THO as of Q4 2023.

Duality Advisers reported no remaining Thor Industries position as of Q4 2023 after selling out during the quarter.
Duality Advisers sold 3,787 Thor Industries shares in Q4 2023, an estimated $360K.
Duality Advisers first reported a position in Thor Industries in Q3 2019 and held it in 9 quarters.
Duality Advisers's Thor Industries position peaked at $4.83M in Q3 2019.
423 funds tracked by Wall St. Rank held Thor Industries as of Q4 2023.

Based on Duality Advisers's 13F filing for Q4 2023, filed 1 Feb 2024.