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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-3,000
Closed -$346K 598
2018
Q1
$346K Sell
3,000
-16,485
-85% -$1.9M ﹤0.01% 500
2017
Q4
$2.94M Sell
19,485
-22,000
-53% -$3.32M 0.02% 275
2017
Q3
$5.22M Sell
41,485
-69,300
-63% -$8.72M 0.03% 199
2017
Q2
$11.6M Sell
110,785
-35,700
-24% -$3.73M 0.06% 156
2017
Q1
$14.1M Sell
146,485
-80,388
-35% -$7.73M 0.08% 148
2016
Q4
$22.7M Buy
226,873
+3,501
+2% +$350K 0.12% 131
2016
Q3
$18.9M Sell
223,372
-10,835
-5% -$918K 0.09% 158
2016
Q2
$15.2M Buy
234,207
+174,707
+294% +$11.3M 0.06% 188
2016
Q1
$3.79M Buy
59,500
+27,400
+85% +$1.75M 0.01% 324
2015
Q4
$1.8M Buy
32,100
+1,900
+6% +$107K 0.01% 343
2015
Q3
$1.56M Buy
+30,200
New +$1.56M 0.01% 354