Evercore Wealth Management’s Thor Industries THO Stock Holding History

Evercore 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
2018 Q4	–	Sell	-25,110	Closed	-$2.1M	–	413
2018 Q3	$2.1M	Sell	25,110 -234,956	-90%	-$22.5M	0.07%	140
2018 Q2	$25.3M	Buy	260,066 +72,169	+38%	+$7.36M	0.87%	42
2018 Q1	$21.6M	Buy	+187,897	New	+$25.1M	0.83%	41
2017 Q3	–	Sell	-100	Closed	-$10K	–	948
2017 Q2	$10K	Hold	100	–	–	﹤0.01%	825
2017 Q1	$10K	Sell	100 -75	-43%	-$7.78K	﹤0.01%	828
2016 Q4	$18K	Sell	175 -125	-42%	-$11.3K	﹤0.01%	763
2016 Q3	$25K	Hold	300	–	–	﹤0.01%	737
2016 Q2	$19K	Hold	300	–	–	﹤0.01%	767
2016 Q1	$19K	Hold	300	–	–	﹤0.01%	733
2015 Q4	$17K	Buy	+300	New	+$16.7K	﹤0.01%	791

Other funds holding THO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Evercore Wealth Management's THO Position: Q4 2018 in Review

Evercore Wealth Management sold out of Thor Industries (THO) in Q4 2018, closing a stake of 25,110 shares — an estimated $2.1M sold.

Evercore Wealth Management first reported a position in THO in Q4 2015 and held it in 10 quarters. The position peaked at $25.3M in Q2 2018. 394 funds tracked by Wall St. Rank hold THO as of Q4 2018.

Evercore Wealth Management reported no remaining Thor Industries position as of Q4 2018 after selling out during the quarter.
Evercore Wealth Management sold 25,110 Thor Industries shares in Q4 2018, an estimated $2.1M.
Evercore Wealth Management first reported a position in Thor Industries in Q4 2015 and held it in 10 quarters.
Evercore Wealth Management's Thor Industries position peaked at $25.3M in Q2 2018.
394 funds tracked by Wall St. Rank held Thor Industries as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.