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Cerity Partners OCIO’s Winnebago Industries WGO Stock Holding History

Cerity Partners OCIO’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
-54,296
Closed -$2.89M – 447
2022
Q3 		$2.89M Buy
54,296
+6,190
+13% +$359K 0.1% 115
2022
Q2 		$2.34M Buy
+48,106
New +$2.49M 0.08% 135
2021
Q2 		– Sell
-9,811
Closed -$753K – 406
2021
Q1 		$753K Buy
+9,811
New +$708K 0.03% 227

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners OCIO's WGO Position: Q4 2022 in Review

Cerity Partners OCIO sold out of Winnebago Industries (WGO) in Q4 2022, closing a stake of 54,296 shares — an estimated $2.89M sold.

Cerity Partners OCIO first reported a position in WGO in Q1 2021 and held it in 3 quarters. The position peaked at $2.89M in Q3 2022. 276 funds tracked by Wall St. Rank hold WGO as of Q4 2022.

  • Cerity Partners OCIO reported no remaining Winnebago Industries position as of Q4 2022 after selling out during the quarter.
  • Cerity Partners OCIO sold 54,296 Winnebago Industries shares in Q4 2022, an estimated $2.89M.
  • Cerity Partners OCIO first reported a position in Winnebago Industries in Q1 2021 and held it in 3 quarters.
  • Cerity Partners OCIO's Winnebago Industries position peaked at $2.89M in Q3 2022.
  • 276 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.