Intrinsic Edge Capital Management’s Thor Industries THO Stock Holding History

Intrinsic Edge Capital 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
2020 Q3	–	Sell	-21,281	Closed	-$2.27M	–	290
2020 Q2	$2.27M	Buy	+21,281	New	+$1.67M	0.21%	157
2017 Q4	–	Sell	-5,000	Closed	-$630K	–	157
2017 Q3	$630K	Buy	+5,000	New	+$539K	0.12%	100
2017 Q2	–	Sell	-35,286	Closed	-$3.39M	–	150
2017 Q1	$3.39M	Buy	+35,286	New	+$3.66M	1.04%	38

Other funds holding THO

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Intrinsic Edge Capital Management's THO Position: Q3 2020 in Review

Intrinsic Edge Capital Management sold out of Thor Industries (THO) in Q3 2020, closing a stake of 21,281 shares — an estimated $2.27M sold.

Intrinsic Edge Capital Management first reported a position in THO in Q1 2017 and held it in 3 quarters. The position peaked at $3.39M in Q1 2017. 395 funds tracked by Wall St. Rank hold THO as of Q3 2020.

Intrinsic Edge Capital Management reported no remaining Thor Industries position as of Q3 2020 after selling out during the quarter.
Intrinsic Edge Capital Management sold 21,281 Thor Industries shares in Q3 2020, an estimated $2.27M.
Intrinsic Edge Capital Management first reported a position in Thor Industries in Q1 2017 and held it in 3 quarters.
Intrinsic Edge Capital Management's Thor Industries position peaked at $3.39M in Q1 2017.
395 funds tracked by Wall St. Rank held Thor Industries as of Q3 2020.

Based on Intrinsic Edge Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.