Johnson Investment Counsel’s Thor Industries THO Stock Holding History

Johnson Investment Counsel’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 Q4	–	Sell	-10,540	Closed	-$882K	–	646
2018 Q3	$882K	Hold	10,540	–	–	0.02%	353
2018 Q2	$1.03M	Buy	10,540 +5,241	+99%	+$535K	0.03%	299
2018 Q1	$610K	Buy	5,299 +671	+14%	+$89.6K	0.02%	380
2017 Q4	$697K	Sell	4,628 -50	-1%	-$6.95K	0.02%	355
2017 Q3	$589K	Buy	4,678 +278	+6%	+$30K	0.02%	372
2017 Q2	$459K	Sell	4,400 -1,800	-29%	-$174K	0.01%	425
2017 Q1	$596K	Sell	6,200 -2,000	-24%	-$208K	0.02%	342
2016 Q4	$820K	Hold	8,200	–	–	0.03%	263
2016 Q3	$694K	Sell	8,200 -2,500	-23%	-$194K	0.02%	280
2016 Q2	$692K	Hold	10,700	–	–	0.02%	275
2016 Q1	$682K	Hold	10,700	–	–	0.02%	273
2015 Q4	$600K	Hold	10,700	–	–	0.02%	299
2015 Q3	$554K	Hold	10,700	–	–	0.02%	303
2015 Q2	$602K	Hold	10,700	–	–	0.02%	285
2015 Q1	$676K	Buy	10,700 +2,700	+34%	+$161K	0.02%	270
2014 Q4	$446K	Hold	8,000	–	–	0.01%	346
2014 Q3	$412K	Hold	8,000	–	–	0.01%	366
2014 Q2	$454K	Buy	8,000 +1,900	+31%	+$114K	0.02%	309
2014 Q1	$372K	Hold	6,100	–	–	0.01%	348
2013 Q4	$336K	Hold	6,100	–	–	0.01%	380
2013 Q3	$354K	Hold	6,100	–	–	0.01%	335
2013 Q2	$299K	Buy	+6,100	New	+$250K	0.01%	387

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Johnson Investment Counsel's THO Position: Q4 2018 in Review

Johnson Investment Counsel sold out of Thor Industries (THO) in Q4 2018, closing a stake of 10,540 shares — an estimated $882K sold.

Johnson Investment Counsel first reported a position in THO in Q2 2013 and held it in 22 quarters. The position peaked at $1.03M in Q2 2018. 394 funds tracked by Wall St. Rank hold THO as of Q4 2018.

Johnson Investment Counsel reported no remaining Thor Industries position as of Q4 2018 after selling out during the quarter.
Johnson Investment Counsel sold 10,540 Thor Industries shares in Q4 2018, an estimated $882K.
Johnson Investment Counsel first reported a position in Thor Industries in Q2 2013 and held it in 22 quarters.
Johnson Investment Counsel's Thor Industries position peaked at $1.03M in Q2 2018.
394 funds tracked by Wall St. Rank held Thor Industries as of Q4 2018.

Based on Johnson Investment Counsel's 13F filing for Q4 2018, filed 13 Feb 2019.