AG
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Aperio Group’s Winnebago Industries WGO Stock Holding History

Aperio 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
2020
Q4 		$1.52M Sell
25,416
-52
-0.2% -$2.84K ﹤0.01% 1366
2020
Q3 		$1.32M Buy
25,468
+466
+2% +$26.8K ﹤0.01% 1310
2020
Q2 		$1.67M Buy
25,002
+2,415
+11% +$123K 0.01% 1187
2020
Q1 		$628K Sell
22,587
-59
-0.3% -$2.85K ﹤0.01% 1527
2019
Q4 		$1.2M Buy
22,646
+272
+1% +$12.7K ﹤0.01% 1340
2019
Q3 		$858K Buy
22,374
+2,644
+13% +$96.3K ﹤0.01% 1478
2019
Q2 		$763K Buy
19,730
+1,650
+9% +$58.1K ﹤0.01% 1548
2019
Q1 		$563K Sell
18,080
-333
-2% -$10K ﹤0.01% 1679
2018
Q4 		$446K Buy
18,413
+551
+3% +$14.6K ﹤0.01% 1746
2018
Q3 		$592K Sell
17,862
-137
-0.8% -$5.29K ﹤0.01% 1681
2018
Q2 		$731K Sell
17,999
-1,394
-7% -$53.2K ﹤0.01% 1552
2018
Q1 		$729K Sell
19,393
-78
-0.4% -$3.59K ﹤0.01% 1500
2017
Q4 		$1.08M Buy
19,471
+136
+0.7% +$6.83K 0.01% 1260
2017
Q3 		$865K Buy
19,335
+2,510
+15% +$92.3K ﹤0.01% 1354
2017
Q2 		$589K Buy
16,825
+589
+4% +$16.5K ﹤0.01% 1550
2017
Q1 		$475K Sell
16,236
-1,051
-6% -$33.5K ﹤0.01% 1573
2016
Q4 		$547K Buy
17,287
+879
+5% +$27.4K ﹤0.01% 1458
2016
Q3 		$387K Buy
16,408
+120
+0.7% +$2.79K ﹤0.01% 1594
2016
Q2 		$373K Sell
16,288
-1,935
-11% -$41.6K ﹤0.01% 1553
2016
Q1 		$409K Buy
18,223
+6,573
+56% +$124K ﹤0.01% 1471
2015
Q4 		$232K Buy
+11,650
New +$242K ﹤0.01% 1749
2015
Q3 		– Sell
-13,320
Closed -$314K – 2008
2015
Q2 		$314K Buy
+13,320
New +$284K ﹤0.01% 1599

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 $8.65B AUM 9.66% 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

Aperio Group's WGO Position: Q4 2020 in Review

Aperio Group reduced its Winnebago Industries (WGO) stake by 0.2% in Q4 2020, selling an estimated $2.84K and leaving 25,416 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Aperio Group first reported a position in WGO in Q2 2015 and has held it in 22 quarters since. The position peaked at $1.67M in Q2 2020. 252 funds tracked by Wall St. Rank hold WGO as of Q4 2020.

  • Aperio Group held 25,416 shares of Winnebago Industries worth $1.52M as of Q4 2020.
  • Aperio Group sold 52 Winnebago Industries shares in Q4 2020, an estimated $2.84K.
  • Winnebago Industries made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1366 holding.
  • Aperio Group first reported a position in Winnebago Industries in Q2 2015 and has held it in 22 quarters since.
  • Aperio Group's Winnebago Industries position peaked at $1.67M in Q2 2020.
  • 252 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.