Claris Advisors’s Winnebago Industries WGO Stock Holding History

Claris 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
2024 Q4	–	Sell	-2	Closed	-$116	–	1162
2024 Q3	$116	Buy	+2	New	+$115	﹤0.01%	1110

Other funds holding WGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Claris Advisors's WGO Position: Q4 2024 in Review

Claris Advisors sold out of Winnebago Industries (WGO) in Q4 2024, closing a stake of 2 shares — an estimated $116 sold.

Claris Advisors first reported a position in WGO in Q3 2024 and held it in 1 quarter. The position peaked at $116 in Q3 2024. 259 funds tracked by Wall St. Rank hold WGO as of Q4 2024.

Claris Advisors reported no remaining Winnebago Industries position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Winnebago Industries shares in Q4 2024, an estimated $116.
Claris Advisors first reported a position in Winnebago Industries in Q3 2024 and held it in 1 quarter.
Claris Advisors's Winnebago Industries position peaked at $116 in Q3 2024.
259 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.