Lokken Investment Group’s Thor Industries THO Stock Holding History

Lokken Investment Group’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
2024 Q4	–	Sell	-2,795	Closed	-$307K	–	158
2024 Q3	$307K	Hold	2,795	–	–	0.13%	111
2024 Q2	$261K	Sell	2,795 -1,000	-26%	-$100K	0.12%	117
2024 Q1	$445K	Sell	3,795 -1,500	-28%	-$172K	0.22%	90
2023 Q4	$626K	Sell	5,295 -221	-4%	-$22.1K	0.35%	68
2023 Q3	$525K	Buy	5,516 +191	+4%	+$20K	0.34%	69
2023 Q2	$551K	Sell	5,325 -100	-2%	-$8.45K	0.36%	67
2023 Q1	$432K	Hold	5,425	–	–	0.33%	73
2022 Q4	$410K	Buy	5,425 +1	+0%	+$80	0.32%	75
2022 Q3	$380K	Hold	5,424	–	–	0.33%	65
2022 Q2	$405K	Hold	5,424	–	–	0.33%	70
2022 Q1	$415K	Buy	5,424 +1,400	+35%	+$129K	0.33%	71
2021 Q4	$418K	Buy	4,024 +266	+7%	+$28.9K	0.3%	72
2021 Q3	$461K	Hold	3,758	–	–	0.37%	58
2021 Q2	$425K	Buy	3,758 +500	+15%	+$63.6K	0.35%	65
2021 Q1	$439K	Hold	3,258	–	–	0.39%	58
2020 Q4	$303K	Buy	+3,258	New	+$305K	0.28%	66

Other funds holding THO

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lokken Investment Group's THO Position: Q4 2024 in Review

Lokken Investment Group sold out of Thor Industries (THO) in Q4 2024, closing a stake of 2,795 shares — an estimated $307K sold.

Lokken Investment Group first reported a position in THO in Q4 2020 and held it in 16 quarters. The position peaked at $626K in Q4 2023. 420 funds tracked by Wall St. Rank hold THO as of Q4 2024.

Lokken Investment Group reported no remaining Thor Industries position as of Q4 2024 after selling out during the quarter.
Lokken Investment Group sold 2,795 Thor Industries shares in Q4 2024, an estimated $307K.
Lokken Investment Group first reported a position in Thor Industries in Q4 2020 and held it in 16 quarters.
Lokken Investment Group's Thor Industries position peaked at $626K in Q4 2023.
420 funds tracked by Wall St. Rank held Thor Industries as of Q4 2024.

Based on Lokken Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.