Kemnay Advisory Services’s Thor Industries THO Stock Holding History

Kemnay Advisory Services’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 Q3	–	Sell	-1	Closed	–	–	153
2018 Q2	$0	Sell	1 -11,062	-100%	-$1.13M	﹤0.01%	148
2018 Q1	$1.27M	Buy	11,063 +2,649	+31%	+$354K	0.55%	24
2017 Q4	$1.27M	Buy	8,414 +1,915	+29%	+$266K	0.57%	67
2017 Q3	$818K	Buy	+6,499	New	+$701K	0.35%	65

Other funds holding THO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Kemnay Advisory Services's THO Position: Q3 2018 in Review

Kemnay Advisory Services sold out of Thor Industries (THO) in Q3 2018, closing a stake of 1 share.

Kemnay Advisory Services first reported a position in THO in Q3 2017 and held it in 4 quarters. The position peaked at $1.27M in Q1 2018. 449 funds tracked by Wall St. Rank hold THO as of Q3 2018.

Kemnay Advisory Services reported no remaining Thor Industries position as of Q3 2018 after selling out during the quarter.
Kemnay Advisory Services sold 1 Thor Industries share in Q3 2018.
Kemnay Advisory Services first reported a position in Thor Industries in Q3 2017 and held it in 4 quarters.
Kemnay Advisory Services's Thor Industries position peaked at $1.27M in Q1 2018.
449 funds tracked by Wall St. Rank held Thor Industries as of Q3 2018.

Based on Kemnay Advisory Services's 13F filing for Q3 2018, filed 14 Nov 2018.