Janus Henderson Investors US’s Thor Industries THO Stock Holding History

Janus Henderson Investors US’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	$121M	Sell	1,263,084 -50,522	-4%	-$5.24M	0.1%	253
2016 Q4	$131M	Sell	1,313,606 -259,715	-17%	-$23.4M	0.11%	236
2016 Q3	$133M	Buy	1,573,321 +35,236	+2%	+$2.74M	0.11%	243
2016 Q2	$99.6M	Buy	1,538,085 +124,638	+9%	+$7.97M	0.08%	288
2016 Q1	$90.1M	Buy	1,413,447 +6,867	+0.5%	+$376K	0.08%	307
2015 Q4	$79M	Buy	1,406,580 +329,364	+31%	+$18.3M	0.07%	325
2015 Q3	$55.8M	Sell	1,077,216 -484	-0%	-$26.5K	0.05%	389
2015 Q2	$60.7M	Buy	1,077,700 +536,578	+99%	+$32.5M	0.05%	407
2015 Q1	$34.2M	Buy	+541,122	New	+$32.2M	0.03%	525
2014 Q3	–	Sell	-41,800	Closed	-$2.38M	–	1126
2014 Q2	$2.38M	Sell	41,800 -37,500	-47%	-$2.25M	﹤0.01%	873
2014 Q1	$4.84M	Sell	79,300 -18,600	-19%	-$1.03M	﹤0.01%	774
2013 Q4	$5.41M	Buy	97,900 +80,800	+473%	+$4.46M	0.01%	763
2013 Q3	$992K	Buy	17,100 +4,200	+33%	+$223K	﹤0.01%	921
2013 Q2	$634K	Buy	+12,900	New	+$529K	﹤0.01%	906

Other funds holding THO

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

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

MCM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Janus Henderson Investors US's THO Position: Q1 2017 in Review

Janus Henderson Investors US reduced its Thor Industries (THO) stake by 3.8% in Q1 2017, selling an estimated $5.24M and leaving 1,263,084 shares worth $121M. The position accounts for 0.1% of the portfolio, ranked #253.

Janus Henderson Investors US first reported a position in THO in Q2 2013 and has held it in 14 quarters since. The position peaked at $133M in Q3 2016. 420 funds tracked by Wall St. Rank hold THO as of Q1 2017.

Janus Henderson Investors US held 1,263,084 shares of Thor Industries worth $121M as of Q1 2017.
Janus Henderson Investors US sold 50,522 Thor Industries shares in Q1 2017, an estimated $5.24M.
Thor Industries made up 0.1% of Janus Henderson Investors US's portfolio in Q1 2017, its #253 holding.
Janus Henderson Investors US first reported a position in Thor Industries in Q2 2013 and has held it in 14 quarters since.
Janus Henderson Investors US's Thor Industries position peaked at $133M in Q3 2016.
420 funds tracked by Wall St. Rank held Thor Industries as of Q1 2017.

Based on Janus Henderson Investors US's 13F filing for Q1 2017, filed 16 May 2017.