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Burney Company’s Winnebago Industries WGO Stock Holding History

Burney Company’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
2025
Q1 		– Sell
-6,299
Closed -$301K – 606
2024
Q4 		$301K Sell
6,299
-25,074
-80% -$1.42M 0.01% 501
2024
Q3 		$1.82M Sell
31,373
-7,742
-20% -$443K 0.06% 235
2024
Q2 		$2.12M Sell
39,115
-26,892
-41% -$1.66M 0.08% 218
2024
Q1 		$4.88M Sell
66,007
-5,706
-8% -$388K 0.19% 134
2023
Q4 		$5.23M Sell
71,713
-4,553
-6% -$292K 0.22% 123
2023
Q3 		$4.53M Sell
76,266
-25,084
-25% -$1.63M 0.21% 124
2023
Q2 		$6.76M Sell
101,350
-160,202
-61% -$9.56M 0.31% 86
2023
Q1 		$15.1M Buy
261,552
+102,769
+65% +$6.27M 0.74% 19
2022
Q4 		$8.37M Sell
158,783
-69,671
-30% -$3.96M 0.42% 58
2022
Q3 		$12.2M Buy
228,454
+3,650
+2% +$212K 0.67% 29
2022
Q2 		$10.9M Sell
224,804
-13,967
-6% -$722K 0.57% 44
2022
Q1 		$12.9M Buy
238,771
+47,933
+25% +$3.1M 0.59% 39
2021
Q4 		$14.3M Buy
190,838
+29,305
+18% +$2.11M 0.62% 38
2021
Q3 		$11.7M Buy
161,533
+99,553
+161% +$6.96M 0.55% 49
2021
Q2 		$4.21M Buy
61,980
+52,505
+554% +$3.88M 0.2% 145
2021
Q1 		$727K Sell
9,475
-75
-0.8% -$5.41K 0.04% 354
2020
Q4 		$572K Buy
+9,550
New +$521K 0.03% 364
2020
Q1 		– Sell
-5,343
Closed -$283K – 481
2019
Q4 		$283K Hold
5,343
– – 0.02% 406
2019
Q3 		$205K Sell
5,343
-1,000
-16% -$36.4K 0.01% 423
2019
Q2 		$245K Sell
6,343
-2,405
-27% -$84.6K 0.01% 412
2019
Q1 		$273K Buy
+8,748
New +$263K 0.02% 397

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 $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burney Company's WGO Position: Q1 2025 in Review

Burney Company sold out of Winnebago Industries (WGO) in Q1 2025, closing a stake of 6,299 shares — an estimated $301K sold.

Burney Company first reported a position in WGO in Q1 2019 and held it in 21 quarters. The position peaked at $15.1M in Q1 2023. 257 funds tracked by Wall St. Rank hold WGO as of Q1 2025.

  • Burney Company reported no remaining Winnebago Industries position as of Q1 2025 after selling out during the quarter.
  • Burney Company sold 6,299 Winnebago Industries shares in Q1 2025, an estimated $301K.
  • Burney Company first reported a position in Winnebago Industries in Q1 2019 and held it in 21 quarters.
  • Burney Company's Winnebago Industries position peaked at $15.1M in Q1 2023.
  • 257 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2025.

Based on Burney Company's 13F filing for Q1 2025, filed 6 May 2025.