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Berman Capital Advisors’s Winnebago Industries WGO Stock Holding History

Berman Capital Advisors’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
Q3 		$1K Hold
15
– – ﹤0.01% 1983
2021
Q2 		$1K Buy
+15
New +$1.11K ﹤0.01% 1826

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
State Street
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Berman Capital Advisors's WGO Position: Q3 2021 in Review

Berman Capital Advisors held its Winnebago Industries (WGO) position steady in Q3 2021 at 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Berman Capital Advisors first reported a position in WGO in Q2 2021 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold WGO as of Q3 2021.

  • Berman Capital Advisors held 15 shares of Winnebago Industries worth $1K as of Q3 2021.
  • Berman Capital Advisors left its Winnebago Industries share count unchanged in Q3 2021.
  • Winnebago Industries made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1983 holding.
  • Berman Capital Advisors first reported a position in Winnebago Industries in Q2 2021 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.