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CX Institutional’s Winnebago Industries WGO Stock Holding History

CX Institutional’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
-5,093
Closed -$271K – 581
2022
Q3 		$271K Buy
5,093
+1,513
+42% +$87.8K 0.02% 400
2022
Q2 		$174K Buy
+3,580
New +$185K 0.01% 456

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

CX Institutional's WGO Position: Q4 2022 in Review

CX Institutional sold out of Winnebago Industries (WGO) in Q4 2022, closing a stake of 5,093 shares — an estimated $271K sold.

CX Institutional first reported a position in WGO in Q2 2022 and held it in 2 quarters. The position peaked at $271K in Q3 2022. 276 funds tracked by Wall St. Rank hold WGO as of Q4 2022.

  • CX Institutional reported no remaining Winnebago Industries position as of Q4 2022 after selling out during the quarter.
  • CX Institutional sold 5,093 Winnebago Industries shares in Q4 2022, an estimated $271K.
  • CX Institutional first reported a position in Winnebago Industries in Q2 2022 and held it in 2 quarters.
  • CX Institutional's Winnebago Industries position peaked at $271K in Q3 2022.
  • 276 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2022.

Based on CX Institutional's 13F filing for Q4 2022, filed 3 Feb 2023.