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Anchor Investment Management’s Winnebago Industries WGO Stock Holding History

Anchor Investment Management’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
2020
Q4 		– Sell
-101
Closed -$5.22K – 961
2020
Q3 		$5.22K Buy
+101
New +$5.82K ﹤0.01% 724

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Anchor Investment Management's WGO Position: Q4 2020 in Review

Anchor Investment Management sold out of Winnebago Industries (WGO) in Q4 2020, closing a stake of 101 shares — an estimated $5.22K sold.

Anchor Investment Management first reported a position in WGO in Q3 2020 and held it in 1 quarter. The position peaked at $5.22K in Q3 2020. 252 funds tracked by Wall St. Rank hold WGO as of Q4 2020.

  • Anchor Investment Management reported no remaining Winnebago Industries position as of Q4 2020 after selling out during the quarter.
  • Anchor Investment Management sold 101 Winnebago Industries shares in Q4 2020, an estimated $5.22K.
  • Anchor Investment Management first reported a position in Winnebago Industries in Q3 2020 and held it in 1 quarter.
  • Anchor Investment Management's Winnebago Industries position peaked at $5.22K in Q3 2020.
  • 252 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2020.

Based on Anchor Investment Management's 13F filing for Q4 2020, filed 2 Jan 2024.