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Cahill Financial Advisors’s Winnebago Industries WGO Stock Holding History

Cahill Financial 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
2023
Q3 		– Sell
-4,547
Closed -$303K – 247
2023
Q2 		$303K Buy
+4,547
New +$271K 0.05% 196
2021
Q4 		– Sell
-1,071
Closed -$78K – 783
2021
Q3 		$78K Buy
+1,071
New +$74.9K 0.02% 292

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cahill Financial Advisors's WGO Position: Q3 2023 in Review

Cahill Financial Advisors sold out of Winnebago Industries (WGO) in Q3 2023, closing a stake of 4,547 shares — an estimated $303K sold.

Cahill Financial Advisors first reported a position in WGO in Q3 2021 and held it in 2 quarters. The position peaked at $303K in Q2 2023. 257 funds tracked by Wall St. Rank hold WGO as of Q3 2023.

  • Cahill Financial Advisors reported no remaining Winnebago Industries position as of Q3 2023 after selling out during the quarter.
  • Cahill Financial Advisors sold 4,547 Winnebago Industries shares in Q3 2023, an estimated $303K.
  • Cahill Financial Advisors first reported a position in Winnebago Industries in Q3 2021 and held it in 2 quarters.
  • Cahill Financial Advisors's Winnebago Industries position peaked at $303K in Q2 2023.
  • 257 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2023.

Based on Cahill Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.