Affiance Financial’s Winnebago Industries WGO Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-570	Closed	-$30K	–	412
2022 Q4	$30K	Buy	+570	New	+$32.4K	0.01%	204

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

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

Affiance Financial's WGO Position: Q1 2023 in Review

Affiance Financial sold out of Winnebago Industries (WGO) in Q1 2023, closing a stake of 570 shares — an estimated $30K sold.

Affiance Financial first reported a position in WGO in Q4 2022 and held it in 1 quarter. The position peaked at $30K in Q4 2022. 260 funds tracked by Wall St. Rank hold WGO as of Q1 2023.

Affiance Financial reported no remaining Winnebago Industries position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 570 Winnebago Industries shares in Q1 2023, an estimated $30K.
Affiance Financial first reported a position in Winnebago Industries in Q4 2022 and held it in 1 quarter.
Affiance Financial's Winnebago Industries position peaked at $30K in Q4 2022.
260 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.