Ellevest Inc’s Winnebago Industries WGO Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-48	Closed	-$3K	–	1714
2022 Q1	$3K	Buy	48 +41	+586%	+$2.65K	﹤0.01%	1151
2021 Q4	$1K	Buy	+7	New	+$504	﹤0.01%	1344

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

PCM

Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return

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

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Ellevest Inc's WGO Position: Q2 2022 in Review

Ellevest Inc sold out of Winnebago Industries (WGO) in Q2 2022, closing a stake of 48 shares — an estimated $3K sold.

Ellevest Inc first reported a position in WGO in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 277 funds tracked by Wall St. Rank hold WGO as of Q2 2022.

Ellevest Inc reported no remaining Winnebago Industries position as of Q2 2022 after selling out during the quarter.
Ellevest Inc sold 48 Winnebago Industries shares in Q2 2022, an estimated $3K.
Ellevest Inc first reported a position in Winnebago Industries in Q4 2021 and held it in 2 quarters.
Ellevest Inc's Winnebago Industries position peaked at $3K in Q1 2022.
277 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.