Coastal Bridge Advisors’s Winnebago Industries WGO Stock Holding History

Coastal Bridge 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	-4,550	Closed	-$264K	–	178
2024 Q3	$264K	Hold	4,550	–	–	0.07%	136
2024 Q2	$247K	Hold	4,550	–	–	0.06%	131
2024 Q1	$337K	Hold	4,550	–	–	0.08%	115
2023 Q4	$332K	Sell	4,550 -1,000	-18%	-$64.2K	0.09%	115
2023 Q3	$330K	Hold	5,550	–	–	0.09%	109
2023 Q2	$370K	Sell	5,550 -7,794	-58%	-$465K	0.09%	103
2023 Q1	$770K	Sell	13,344 -1,000	-7%	-$61K	0.19%	68
2022 Q4	$756K	Hold	14,344	–	–	0.21%	67
2022 Q3	$763K	Hold	14,344	–	–	0.21%	67
2022 Q2	$697K	Hold	14,344	–	–	0.21%	70
2022 Q1	$775K	Sell	14,344 -1,244	-8%	-$80.4K	0.18%	68
2021 Q4	$1.05M	Buy	15,588 +7,794	+100%	+$561K	0.22%	64
2021 Q3	$565K	Hold	7,794	–	–	0.13%	79
2021 Q2	$530K	Hold	7,794	–	–	0.11%	84
2021 Q1	$598K	Hold	7,794	–	–	0.11%	74
2020 Q4	$467K	Buy	+7,794	New	+$425K	0.09%	79

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

Coastal Bridge Advisors's WGO Position: Q4 2024 in Review

Coastal Bridge Advisors sold out of Winnebago Industries (WGO) in Q4 2024, closing a stake of 4,550 shares — an estimated $264K sold.

Coastal Bridge Advisors first reported a position in WGO in Q4 2020 and held it in 16 quarters. The position peaked at $1.05M in Q4 2021. 259 funds tracked by Wall St. Rank hold WGO as of Q4 2024.

Coastal Bridge Advisors reported no remaining Winnebago Industries position as of Q4 2024 after selling out during the quarter.
Coastal Bridge Advisors sold 4,550 Winnebago Industries shares in Q4 2024, an estimated $264K.
Coastal Bridge Advisors first reported a position in Winnebago Industries in Q4 2020 and held it in 16 quarters.
Coastal Bridge Advisors's Winnebago Industries position peaked at $1.05M in Q4 2021.
259 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2024.

Based on Coastal Bridge Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.