Alpine Woods Capital Investors’s Winnebago Industries WGO Stock Holding History

Alpine Woods Capital Investors’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	-26,167	Closed	-$1.38M	–	185
2022 Q4	$1.38M	Sell	26,167 -97,567	-79%	-$5.55M	0.2%	110
2022 Q3	$6.58M	Sell	123,734 -511	-0.4%	-$29.7K	0.9%	43
2022 Q2	$6.03M	Buy	+124,245	New	+$6.42M	0.76%	47
2017 Q2	–	Sell	-12,605	Closed	-$369K	–	467
2017 Q1	$369K	Buy	+12,605	New	+$402K	0.02%	346

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 $8.65B AUM 9.66% 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

Alpine Woods Capital Investors's WGO Position: Q1 2023 in Review

Alpine Woods Capital Investors sold out of Winnebago Industries (WGO) in Q1 2023, closing a stake of 26,167 shares — an estimated $1.38M sold.

Alpine Woods Capital Investors first reported a position in WGO in Q1 2017 and held it in 4 quarters. The position peaked at $6.58M in Q3 2022. 260 funds tracked by Wall St. Rank hold WGO as of Q1 2023.

Alpine Woods Capital Investors reported no remaining Winnebago Industries position as of Q1 2023 after selling out during the quarter.
Alpine Woods Capital Investors sold 26,167 Winnebago Industries shares in Q1 2023, an estimated $1.38M.
Alpine Woods Capital Investors first reported a position in Winnebago Industries in Q1 2017 and held it in 4 quarters.
Alpine Woods Capital Investors's Winnebago Industries position peaked at $6.58M in Q3 2022.
260 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2023.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2023, filed 8 May 2023.