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JP Morgan Private Wealth Advisors’s Thor Industries THO Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$718K Sell
7,543
-316
-4% -$33K ﹤0.01% 1100
2023
Q2 		$813K Sell
7,859
-5,544
-41% -$468K ﹤0.01% 837
2023
Q1 		$1.07M Buy
13,403
+865
+7% +$76.3K ﹤0.01% 1132
2022
Q4 		$946K Sell
12,538
-840
-6% -$67.5K ﹤0.01% 1172
2022
Q3 		$936K Sell
13,378
-1,909
-12% -$156K ﹤0.01% 1170
2022
Q2 		$1.14M Sell
15,287
-656
-4% -$50.9K ﹤0.01% 1071
2022
Q1 		$1.25M Sell
15,943
-4,136
-21% -$380K ﹤0.01% 1102
2021
Q4 		$2.08M Buy
20,079
+2,307
+13% +$250K ﹤0.01% 894
2021
Q3 		$2.18M Buy
17,772
+1,614
+10% +$184K 0.01% 864
2021
Q2 		$1.83M Buy
16,158
+4,861
+43% +$618K ﹤0.01% 919
2021
Q1 		$1.52M Buy
11,297
+1,723
+18% +$209K ﹤0.01% 869
2020
Q4 		$890K Buy
9,574
+135
+1% +$12.7K ﹤0.01% 1045
2020
Q3 		$899K Sell
9,439
-4,461
-32% -$462K ﹤0.01% 926
2020
Q2 		$1.48M Buy
13,900
+1,786
+15% +$140K 0.01% 675
2020
Q1 		$511K Buy
12,114
+2,334
+24% +$162K ﹤0.01% 921
2019
Q4 		$727K Sell
9,780
-96
-1% -$6.19K ﹤0.01% 911
2019
Q3 		$559K Sell
9,876
-34
-0.3% -$1.78K ﹤0.01% 968
2019
Q2 		$579K Sell
9,910
-1,629
-14% -$98.8K ﹤0.01% 930
2019
Q1 		$720K Buy
11,539
+4,615
+67% +$292K ﹤0.01% 891
2018
Q4 		$360K Sell
6,924
-8,849
-56% -$599K ﹤0.01% 1083
2018
Q3 		$1.32M Sell
15,773
-41,188
-72% -$3.94M 0.01% 740
2018
Q2 		$5.55M Sell
56,961
-10,652
-16% -$1.09M 0.03% 379
2018
Q1 		$7.79M Buy
67,613
+38,853
+135% +$5.19M 0.05% 265
2017
Q4 		$4.33M Buy
28,760
+17,832
+163% +$2.48M 0.03% 349
2017
Q3 		$1.38M Buy
10,928
+195
+2% +$21K 0.01% 552
2017
Q2 		$1.12M Buy
10,733
+785
+8% +$76K 0.01% 591
2017
Q1 		$957K Buy
9,948
+784
+9% +$81.4K 0.01% 646
2016
Q4 		$917K Buy
9,164
+797
+10% +$71.9K 0.01% 618
2016
Q3 		$709K Buy
8,367
+465
+6% +$36.1K 0.01% 671
2016
Q2 		$512K Buy
7,902
+2,586
+49% +$165K 0.01% 769
2016
Q1 		$339K Buy
+5,316
New +$291K ﹤0.01% 898

Other funds holding THO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

JP Morgan Private Wealth Advisors's THO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Thor Industries (THO) stake by 4% in Q3 2023, selling an estimated $33K and leaving 7,543 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

JP Morgan Private Wealth Advisors first reported a position in THO in Q1 2016 and has held it in 31 quarters since. The position peaked at $7.79M in Q1 2018. 399 funds tracked by Wall St. Rank hold THO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 7,543 shares of Thor Industries worth $718K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 316 Thor Industries shares in Q3 2023, an estimated $33K.
  • Thor Industries made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1100 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Thor Industries in Q1 2016 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's Thor Industries position peaked at $7.79M in Q1 2018.
  • 399 funds tracked by Wall St. Rank held Thor Industries as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.