FourPoints Investment Managers’s Thor Industries THO Stock Holding History

FourPoints Investment Managers’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
2017 Q1	$1.11M	Sell	11,500 -2,500	-18%	-$259K	1.15%	43
2016 Q4	$1.4M	Sell	14,000 -2,200	-14%	-$199K	1.24%	42
2016 Q3	$1.37M	Sell	16,200 -31,700	-66%	-$2.46M	1.04%	41
2016 Q2	$3.1M	Sell	47,900 -9,900	-17%	-$633K	2.17%	12
2016 Q1	$3.69M	Sell	57,800 -44,100	-43%	-$2.41M	2.3%	8
2015 Q4	$5.72M	Sell	101,900 -15,300	-13%	-$850K	2.42%	12
2015 Q3	$6.07M	Sell	117,200 -48,500	-29%	-$2.65M	2.44%	14
2015 Q2	$9.33M	Buy	165,700 +14,600	+10%	+$884K	2.13%	25
2015 Q1	$9.55M	Buy	+151,100	New	+$8.99M	1.99%	29

Other funds holding THO

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

FourPoints Investment Managers's THO Position: Q1 2017 in Review

FourPoints Investment Managers reduced its Thor Industries (THO) stake by 18% in Q1 2017, selling an estimated $259K and leaving 11,500 shares worth $1.11M. The position accounts for 1.15% of the portfolio, ranked #43.

FourPoints Investment Managers first reported a position in THO in Q1 2015 and has held it in 9 quarters since. The position peaked at $9.55M in Q1 2015. 420 funds tracked by Wall St. Rank hold THO as of Q1 2017.

FourPoints Investment Managers held 11,500 shares of Thor Industries worth $1.11M as of Q1 2017.
FourPoints Investment Managers sold 2,500 Thor Industries shares in Q1 2017, an estimated $259K.
Thor Industries made up 1.15% of FourPoints Investment Managers's portfolio in Q1 2017, its #43 holding.
FourPoints Investment Managers first reported a position in Thor Industries in Q1 2015 and has held it in 9 quarters since.
FourPoints Investment Managers's Thor Industries position peaked at $9.55M in Q1 2015.
420 funds tracked by Wall St. Rank held Thor Industries as of Q1 2017.

Based on FourPoints Investment Managers's 13F filing for Q1 2017, filed 15 May 2017.