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Advisor Group’s Winnebago Industries WGO Stock Holding History

Advisor Group’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
2019
Q4 		$568K Buy
10,719
+9,433
+734% +$441K ﹤0.01% 1578
2019
Q3 		$50K Sell
1,286
-7,016
-85% -$256K ﹤0.01% 3399
2019
Q2 		$321K Buy
8,302
+7,126
+606% +$251K ﹤0.01% 1942
2019
Q1 		$36K Sell
1,176
-478
-29% -$14.4K ﹤0.01% 3609
2018
Q4 		$40K Buy
1,654
+841
+103% +$22.3K ﹤0.01% 3348
2018
Q3 		$27K Buy
813
+67
+9% +$2.59K ﹤0.01% 3701
2018
Q2 		$30K Hold
746
– – ﹤0.01% 3462
2018
Q1 		$27K Sell
746
-20
-3% -$922 ﹤0.01% 3511
2017
Q4 		$43K Buy
766
+288
+60% +$14.5K ﹤0.01% 3194
2017
Q3 		$21K Buy
478
+336
+237% +$12.3K ﹤0.01% 3539
2017
Q2 		$5K Buy
142
+111
+358% +$3.11K ﹤0.01% 4256
2017
Q1 		$1K Buy
+31
New +$989 ﹤0.01% 4594

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
LSV Asset Management
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Advisor Group's WGO Position: Q4 2019 in Review

Advisor Group increased its Winnebago Industries (WGO) stake by 734% in Q4 2019, buying an estimated $441K and bringing the position to 10,719 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Advisor Group first reported a position in WGO in Q1 2017 and has held it in 12 quarters since. 229 funds tracked by Wall St. Rank hold WGO as of Q4 2019.

  • Advisor Group held 10,719 shares of Winnebago Industries worth $568K as of Q4 2019.
  • Advisor Group bought 9,433 Winnebago Industries shares in Q4 2019, an estimated $441K.
  • Winnebago Industries made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1578 holding.
  • Advisor Group first reported a position in Winnebago Industries in Q1 2017 and has held it in 12 quarters since.
  • 229 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.