Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Thor Industries THO Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
Q2 		– Sell
-3,000
Closed -$346K – 615
2018
Q1 		$346K Sell
3,000
-16,485
-85% -$2.2M ﹤0.01% 514
2017
Q4 		$2.94M Sell
19,485
-22,000
-53% -$3.06M 0.02% 290
2017
Q3 		$5.22M Sell
41,485
-69,300
-63% -$7.47M 0.03% 220
2017
Q2 		$11.6M Sell
110,785
-35,700
-24% -$3.46M 0.06% 173
2017
Q1 		$14.1M Sell
146,485
-80,388
-35% -$8.34M 0.08% 164
2016
Q4 		$22.7M Buy
226,873
+3,501
+2% +$316K 0.12% 136
2016
Q3 		$18.9M Sell
223,372
-10,835
-5% -$842K 0.09% 163
2016
Q2 		$15.2M Buy
234,207
+174,707
+294% +$11.2M 0.06% 191
2016
Q1 		$3.79M Buy
59,500
+27,400
+85% +$1.5M 0.01% 324
2015
Q4 		$1.8M Buy
32,100
+1,900
+6% +$106K 0.01% 343
2015
Q3 		$1.56M Buy
+30,200
New +$1.65M 0.01% 354

Other funds holding THO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s THO Position: Q2 2018 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Thor Industries (THO) in Q2 2018, closing a stake of 3,000 shares — an estimated $346K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in THO in Q3 2015 and held it in 11 quarters. The position peaked at $22.7M in Q4 2016. 476 funds tracked by Wall St. Rank hold THO as of Q2 2018.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Thor Industries position as of Q2 2018 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 3,000 Thor Industries shares in Q2 2018, an estimated $346K.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Thor Industries in Q3 2015 and held it in 11 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Thor Industries position peaked at $22.7M in Q4 2016.
  • 476 funds tracked by Wall St. Rank held Thor Industries as of Q2 2018.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2018, filed 14 Aug 2018.