Capstone Investment Advisors
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Capstone Investment Advisors’s Winnebago Industries WGO Stock Holding History

Capstone Investment 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
2022
Q4 		– Sell
-20,000
Closed -$1.06M – 1677
2022
Q3 		$1.06M Buy
+20,000
New +$1.16M 0.01% 982

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capstone Investment Advisors's WGO Position: Q2 2024 in Review

Capstone Investment Advisors sold out of Winnebago Industries (WGO) in Q2 2024, closing a stake of 15,969 shares — an estimated $1.18M sold.

Capstone Investment Advisors first reported a position in WGO in Q1 2017 and held it in 3 quarters. The position peaked at $1.18M in Q1 2024. 248 funds tracked by Wall St. Rank hold WGO as of Q2 2024.

  • Capstone Investment Advisors reported no remaining Winnebago Industries position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 15,969 Winnebago Industries shares in Q2 2024, an estimated $1.18M.
  • Capstone Investment Advisors first reported a position in Winnebago Industries in Q1 2017 and held it in 3 quarters.
  • Capstone Investment Advisors's Winnebago Industries position peaked at $1.18M in Q1 2024.
  • 248 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.