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GoalVest Advisory’s Thor Industries THO Stock Holding History

GoalVest Advisory’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
-85
Closed -$8.09K – 486
2023
Q3 		$8.09K Buy
85
+5
+6% +$522 ﹤0.01% 308
2023
Q2 		$8.28K Buy
+80
New +$6.76K ﹤0.01% 263

Other funds holding THO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
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
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

GoalVest Advisory's THO Position: Q4 2023 in Review

GoalVest Advisory sold out of Thor Industries (THO) in Q4 2023, closing a stake of 85 shares — an estimated $8.09K sold.

GoalVest Advisory first reported a position in THO in Q2 2023 and held it in 2 quarters. The position peaked at $8.28K in Q2 2023. 422 funds tracked by Wall St. Rank hold THO as of Q4 2023.

  • GoalVest Advisory reported no remaining Thor Industries position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 85 Thor Industries shares in Q4 2023, an estimated $8.09K.
  • GoalVest Advisory first reported a position in Thor Industries in Q2 2023 and held it in 2 quarters.
  • GoalVest Advisory's Thor Industries position peaked at $8.28K in Q2 2023.
  • 422 funds tracked by Wall St. Rank held Thor Industries as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.