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North Point Portfolio Managers’s Thor Industries THO Stock Holding History

North Point Portfolio Managers’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
2022
Q3 		– Sell
-101,242
Closed -$7.57M – 77
2022
Q2 		$7.57M Sell
101,242
-1,331
-1% -$103K 1.32% 38
2022
Q1 		$8.07M Buy
102,573
+553
+0.5% +$50.9K 1.19% 38
2021
Q4 		$10.6M Sell
102,020
-1,312
-1% -$142K 1.39% 37
2021
Q3 		$12.7M Sell
103,332
-2,211
-2% -$252K 1.78% 30
2021
Q2 		$11.9M Sell
105,543
-388
-0.4% -$49.3K 1.65% 34
2021
Q1 		$14.3M Sell
105,931
-477
-0.4% -$57.8K 2.07% 25
2020
Q4 		$9.89M Buy
106,408
+413
+0.4% +$38.7K 1.49% 36
2020
Q3 		$10.1M Sell
105,995
-2,791
-3% -$289K 1.72% 34
2020
Q2 		$11.6M Sell
108,786
-7,567
-7% -$592K 2.09% 24
2020
Q1 		$4.91M Sell
116,353
-5,889
-5% -$409K 1.06% 37
2019
Q4 		$9.08M Buy
122,242
+5,750
+5% +$371K 1.55% 36
2019
Q3 		$6.6M Sell
116,492
-5,614
-5% -$295K 1.21% 40
2019
Q2 		$7.14M Buy
122,106
+562
+0.5% +$34.1K 1.31% 39
2019
Q1 		$7.58M Sell
121,544
-5,642
-4% -$357K 1.44% 37
2018
Q4 		$6.61M Sell
127,186
-15,425
-11% -$1.04M 1.46% 36
2018
Q3 		$11.9M Buy
142,611
+13,995
+11% +$1.34M 2.03% 28
2018
Q2 		$12.5M Sell
128,616
-8,950
-7% -$913K 2.16% 26
2018
Q1 		$15.8M Sell
137,566
-697
-0.5% -$93.1K 2.72% 17
2017
Q4 		$20.8M Sell
138,263
-6,512
-4% -$905K 3.52% 4
2017
Q3 		$18.2M Sell
144,775
-1,830
-1% -$197K 3.08% 6
2017
Q2 		$15.3M Sell
146,605
-3,995
-3% -$387K 2.67% 11
2017
Q1 		$14.5M Sell
150,600
-3,730
-2% -$387K 2.61% 15
2016
Q4 		$15.4M Sell
154,330
-4,660
-3% -$420K 2.92% 9
2016
Q3 		$13.5M Sell
158,990
-2,757
-2% -$214K 2.57% 18
2016
Q2 		$10.5M Sell
161,747
-1,276
-0.8% -$81.6K 2.06% 27
2016
Q1 		$10.4M Buy
+163,023
New +$8.93M 2% 29

Other funds holding THO

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

North Point Portfolio Managers's THO Position: Q3 2022 in Review

North Point Portfolio Managers sold out of Thor Industries (THO) in Q3 2022, closing a stake of 101,242 shares — an estimated $7.57M sold.

North Point Portfolio Managers first reported a position in THO in Q1 2016 and held it in 26 quarters. The position peaked at $20.8M in Q4 2017. 399 funds tracked by Wall St. Rank hold THO as of Q3 2022.

  • North Point Portfolio Managers reported no remaining Thor Industries position as of Q3 2022 after selling out during the quarter.
  • North Point Portfolio Managers sold 101,242 Thor Industries shares in Q3 2022, an estimated $7.57M.
  • North Point Portfolio Managers first reported a position in Thor Industries in Q1 2016 and held it in 26 quarters.
  • North Point Portfolio Managers's Thor Industries position peaked at $20.8M in Q4 2017.
  • 399 funds tracked by Wall St. Rank held Thor Industries as of Q3 2022.

Based on North Point Portfolio Managers's 13F filing for Q3 2022, filed 25 Oct 2022.