Martingale Asset Management’s Thor Industries THO Stock Holding History

Martingale Asset Management’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	-9,301	Closed	-$906K	–	1012
2018 Q2	$906K	Sell	9,301 -19,540	-68%	-$1.99M	0.01%	765
2018 Q1	$3.32M	Buy	28,841 +20,018	+227%	+$2.67M	0.04%	402
2017 Q4	$1.33M	Buy	+8,823	New	+$1.23M	0.02%	647
2017 Q1	–	Sell	-22,011	Closed	-$2.2M	–	988
2016 Q4	$2.2M	Buy	+22,011	New	+$1.99M	0.03%	521
2016 Q1	–	Sell	-15,400	Closed	-$865K	–	860
2015 Q4	$865K	Buy	+15,400	New	+$856K	0.02%	535
2015 Q3	–	Sell	-40,937	Closed	-$2.3M	–	886
2015 Q2	$2.3M	Buy	+40,937	New	+$2.48M	0.05%	298

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

Martingale Asset Management's THO Position: Q3 2018 in Review

Martingale Asset Management sold out of Thor Industries (THO) in Q3 2018, closing a stake of 9,301 shares — an estimated $906K sold.

Martingale Asset Management first reported a position in THO in Q2 2015 and held it in 6 quarters. The position peaked at $3.32M in Q1 2018. 449 funds tracked by Wall St. Rank hold THO as of Q3 2018.

Martingale Asset Management reported no remaining Thor Industries position as of Q3 2018 after selling out during the quarter.
Martingale Asset Management sold 9,301 Thor Industries shares in Q3 2018, an estimated $906K.
Martingale Asset Management first reported a position in Thor Industries in Q2 2015 and held it in 6 quarters.
Martingale Asset Management's Thor Industries position peaked at $3.32M in Q1 2018.
449 funds tracked by Wall St. Rank held Thor Industries as of Q3 2018.

Based on Martingale Asset Management's 13F filing for Q3 2018, filed 9 Nov 2018.