Advisory Research’s Winnebago Industries WGO Stock Holding History

Advisory Research’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
2021 Q2	–	Sell	-2,857	Closed	-$219K	–	389
2021 Q1	$219K	Sell	2,857 -508	-15%	-$36.7K	0.02%	321
2020 Q4	$202K	Sell	3,365 -21,598	-87%	-$1.18M	0.01%	313
2020 Q3	$1.29M	Sell	24,963 -1,663	-6%	-$95.8K	0.13%	151
2020 Q2	$1.77M	Buy	+26,626	New	+$1.36M	0.16%	119
2017 Q2	–	Sell	-33,887	Closed	-$991K	–	456
2017 Q1	$991K	Sell	33,887 -31,687	-48%	-$1.01M	0.01%	324
2016 Q4	$2.08M	Buy	+65,574	New	+$2.04M	0.03%	210

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

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

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

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

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

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

PCM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Advisory Research's WGO Position: Q2 2021 in Review

Advisory Research sold out of Winnebago Industries (WGO) in Q2 2021, closing a stake of 2,857 shares — an estimated $219K sold.

Advisory Research first reported a position in WGO in Q4 2016 and held it in 6 quarters. The position peaked at $2.08M in Q4 2016. 264 funds tracked by Wall St. Rank hold WGO as of Q2 2021.

Advisory Research reported no remaining Winnebago Industries position as of Q2 2021 after selling out during the quarter.
Advisory Research sold 2,857 Winnebago Industries shares in Q2 2021, an estimated $219K.
Advisory Research first reported a position in Winnebago Industries in Q4 2016 and held it in 6 quarters.
Advisory Research's Winnebago Industries position peaked at $2.08M in Q4 2016.
264 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2021.

Based on Advisory Research's 13F filing for Q2 2021, filed 16 Aug 2021.