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Disciplined Investments’s Winnebago Industries WGO Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-8
Closed -$534 – 1547
2023
Q2 		$534 Hold
8
– – ﹤0.01% 1207
2023
Q1 		$462 Sell
8
-1
-11% -$61 ﹤0.01% 1255
2022
Q4 		$474 Hold
9
– – ﹤0.01% 1204
2022
Q3 		$0 Buy
9
+3
+50% +$174 ﹤0.01% 1649
2022
Q2 		$0 Sell
6
-1
-14% -$52 ﹤0.01% 1656
2022
Q1 		$0 Buy
+7
New +$452 ﹤0.01% 1646

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Disciplined Investments's WGO Position: Q3 2023 in Review

Disciplined Investments sold out of Winnebago Industries (WGO) in Q3 2023, closing a stake of 8 shares — an estimated $534 sold.

Disciplined Investments first reported a position in WGO in Q1 2022 and held it in 6 quarters. The position peaked at $534 in Q2 2023. 257 funds tracked by Wall St. Rank hold WGO as of Q3 2023.

  • Disciplined Investments reported no remaining Winnebago Industries position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 Winnebago Industries shares in Q3 2023, an estimated $534.
  • Disciplined Investments first reported a position in Winnebago Industries in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Winnebago Industries position peaked at $534 in Q2 2023.
  • 257 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.