1834 Investment Advisors’s Winnebago Industries WGO Stock Holding History

1834 Investment Advisors’s Portfolio WGO Stock Details WGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-535	Closed	-$26K	–	450
2022 Q2	$26K	Hold	535	–	–	﹤0.01%	319
2022 Q1	$29K	Hold	535	–	–	﹤0.01%	285
2021 Q4	$40K	Hold	535	–	–	﹤0.01%	277
2021 Q3	$39K	Hold	535	–	–	﹤0.01%	283
2021 Q2	$36K	Hold	535	–	–	﹤0.01%	298
2021 Q1	$41K	Hold	535	–	–	0.01%	279
2020 Q4	$32K	Hold	535	–	–	﹤0.01%	287
2020 Q3	$28K	Hold	535	–	–	﹤0.01%	290
2020 Q2	$36K	Buy	+535	New	+$27.3K	0.01%	259

Other funds holding WGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

PCM

Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

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

1834 Investment Advisors's WGO Position: Q3 2022 in Review

1834 Investment Advisors sold out of Winnebago Industries (WGO) in Q3 2022, closing a stake of 535 shares — an estimated $26K sold.

1834 Investment Advisors first reported a position in WGO in Q2 2020 and held it in 9 quarters. The position peaked at $41K in Q1 2021. 268 funds tracked by Wall St. Rank hold WGO as of Q3 2022.

1834 Investment Advisors reported no remaining Winnebago Industries position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 535 Winnebago Industries shares in Q3 2022, an estimated $26K.
1834 Investment Advisors first reported a position in Winnebago Industries in Q2 2020 and held it in 9 quarters.
1834 Investment Advisors's Winnebago Industries position peaked at $41K in Q1 2021.
268 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.