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Meritage Portfolio Management’s Thor Industries THO Stock Holding History

Meritage Portfolio 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
2021
Q2 		– Sell
-109,707
Closed -$14.8M – 317
2021
Q1 		$14.8M Sell
109,707
-1,922
-2% -$233K 0.98% 23
2020
Q4 		$10.4M Sell
111,629
-800
-0.7% -$75K 0.76% 32
2020
Q3 		$10.7M Buy
112,429
+57,160
+103% +$5.92M 0.96% 24
2020
Q2 		$5.89M Buy
+55,269
New +$4.32M 0.57% 48
2018
Q1 		– Sell
-146,513
Closed -$22.1M – 215
2017
Q4 		$22.1M Sell
146,513
-2,259
-2% -$314K 2.12% 5
2017
Q3 		$18.7M Buy
148,772
+707
+0.5% +$76.2K 1.84% 6
2017
Q2 		$15.5M Sell
148,065
-3,278
-2% -$317K 1.59% 8
2017
Q1 		$14.5M Buy
151,343
+84,680
+127% +$8.79M 1.53% 10
2016
Q4 		$6.67M Sell
66,663
-759
-1% -$68.5K 0.73% 43
2016
Q3 		$5.71M Sell
67,422
-617
-0.9% -$47.9K 0.63% 54
2016
Q2 		$4.41M Buy
+68,039
New +$4.35M 0.5% 102

Other funds holding THO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Meritage Portfolio Management's THO Position: Q2 2021 in Review

Meritage Portfolio Management sold out of Thor Industries (THO) in Q2 2021, closing a stake of 109,707 shares — an estimated $14.8M sold.

Meritage Portfolio Management first reported a position in THO in Q2 2016 and held it in 11 quarters. The position peaked at $22.1M in Q4 2017. 417 funds tracked by Wall St. Rank hold THO as of Q2 2021.

  • Meritage Portfolio Management reported no remaining Thor Industries position as of Q2 2021 after selling out during the quarter.
  • Meritage Portfolio Management sold 109,707 Thor Industries shares in Q2 2021, an estimated $14.8M.
  • Meritage Portfolio Management first reported a position in Thor Industries in Q2 2016 and held it in 11 quarters.
  • Meritage Portfolio Management's Thor Industries position peaked at $22.1M in Q4 2017.
  • 417 funds tracked by Wall St. Rank held Thor Industries as of Q2 2021.

Based on Meritage Portfolio Management's 13F filing for Q2 2021, filed 26 Jul 2021.