Ninety One North America’s Thor Industries THO Stock Holding History

Ninety One North America’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 Q1	–	Sell	-8,558	Closed	-$1.29M	–	115
2017 Q4	$1.29M	Buy	8,558 +1,004	+13%	+$140K	0.2%	68
2017 Q3	$951K	Hold	7,554	–	–	0.16%	72
2017 Q2	$790K	Buy	7,554 +497	+7%	+$48.1K	0.14%	76
2017 Q1	$678K	Sell	7,057 -3,887	-36%	-$403K	0.13%	84
2016 Q4	$1.09M	Sell	10,944 -127	-1%	-$11.5K	0.16%	93
2016 Q3	$938K	Hold	11,071	–	–	0.13%	105
2016 Q2	$717K	Sell	11,071 -97,297	-90%	-$6.22M	0.11%	113
2016 Q1	$6.91M	Buy	+108,368	New	+$5.93M	1.15%	46

Other funds holding THO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Ninety One North America's THO Position: Q1 2018 in Review

Ninety One North America sold out of Thor Industries (THO) in Q1 2018, closing a stake of 8,558 shares — an estimated $1.29M sold.

Ninety One North America first reported a position in THO in Q1 2016 and held it in 8 quarters. The position peaked at $6.91M in Q1 2016. 489 funds tracked by Wall St. Rank hold THO as of Q1 2018.

Ninety One North America reported no remaining Thor Industries position as of Q1 2018 after selling out during the quarter.
Ninety One North America sold 8,558 Thor Industries shares in Q1 2018, an estimated $1.29M.
Ninety One North America first reported a position in Thor Industries in Q1 2016 and held it in 8 quarters.
Ninety One North America's Thor Industries position peaked at $6.91M in Q1 2016.
489 funds tracked by Wall St. Rank held Thor Industries as of Q1 2018.

Based on Ninety One North America's 13F filing for Q1 2018, filed 15 May 2018.