Tran Capital Management’s Thor Industries THO Stock Holding History

Tran Capital 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 Q1	–	Sell	-42,520	Closed	-$3.95M	–	56
2020 Q4	$3.95M	Sell	42,520 -8,120	-16%	-$761K	0.37%	32
2020 Q3	$4.82M	Sell	50,640 -71,745	-59%	-$7.43M	0.52%	30
2020 Q2	$13M	Sell	122,385 -46,470	-28%	-$3.64M	1.51%	25
2020 Q1	$7.12M	Buy	168,855 +2,760	+2%	+$192K	1.04%	35
2019 Q4	$12.3M	Sell	166,095 -19,745	-11%	-$1.27M	1.43%	32
2019 Q3	$10.5M	Sell	185,840 -37,225	-17%	-$1.95M	1.3%	32
2019 Q2	$13M	Buy	+223,065	New	+$13.5M	1.62%	27

Other funds holding THO

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tran Capital Management's THO Position: Q1 2021 in Review

Tran Capital Management sold out of Thor Industries (THO) in Q1 2021, closing a stake of 42,520 shares — an estimated $3.95M sold.

Tran Capital Management first reported a position in THO in Q2 2019 and held it in 7 quarters. The position peaked at $13M in Q2 2020. 418 funds tracked by Wall St. Rank hold THO as of Q1 2021.

Tran Capital Management reported no remaining Thor Industries position as of Q1 2021 after selling out during the quarter.
Tran Capital Management sold 42,520 Thor Industries shares in Q1 2021, an estimated $3.95M.
Tran Capital Management first reported a position in Thor Industries in Q2 2019 and held it in 7 quarters.
Tran Capital Management's Thor Industries position peaked at $13M in Q2 2020.
418 funds tracked by Wall St. Rank held Thor Industries as of Q1 2021.

Based on Tran Capital Management's 13F filing for Q1 2021, filed 26 Apr 2021.