Williams Jones Wealth Management’s Thor Industries THO Stock Holding History

Williams Jones Wealth 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
2022 Q1	–	Sell	-5,450	Closed	-$566K	–	547
2021 Q4	$566K	Hold	5,450	–	–	0.01%	315
2021 Q3	$669K	Sell	5,450 -500	-8%	-$57.1K	0.01%	284
2021 Q2	$672K	Buy	5,950 +650	+12%	+$82.6K	0.01%	285
2021 Q1	$714K	Sell	5,300 -1,500	-22%	-$182K	0.01%	273
2020 Q4	$632K	Buy	6,800 +4,500	+196%	+$422K	0.01%	268
2020 Q3	$219K	Buy	+2,300	New	+$238K	﹤0.01%	383

Other funds holding THO

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Williams Jones Wealth Management's THO Position: Q1 2022 in Review

Williams Jones Wealth Management sold out of Thor Industries (THO) in Q1 2022, closing a stake of 5,450 shares — an estimated $566K sold.

Williams Jones Wealth Management first reported a position in THO in Q3 2020 and held it in 6 quarters. The position peaked at $714K in Q1 2021. 430 funds tracked by Wall St. Rank hold THO as of Q1 2022.

Williams Jones Wealth Management reported no remaining Thor Industries position as of Q1 2022 after selling out during the quarter.
Williams Jones Wealth Management sold 5,450 Thor Industries shares in Q1 2022, an estimated $566K.
Williams Jones Wealth Management first reported a position in Thor Industries in Q3 2020 and held it in 6 quarters.
Williams Jones Wealth Management's Thor Industries position peaked at $714K in Q1 2021.
430 funds tracked by Wall St. Rank held Thor Industries as of Q1 2022.

Based on Williams Jones Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.