EF
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Empirical Finance’s Winnebago Industries WGO Stock Holding History

Empirical Finance’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
Q4 		– Sell
-7,133
Closed -$424K – 530
2023
Q3 		$424K Hold
7,133
– – 0.03% 423
2023
Q2 		$476K Buy
7,133
+60
+0.8% +$3.58K 0.04% 382
2023
Q1 		$408K Hold
7,073
– – 0.04% 395
2022
Q4 		$373K Buy
7,073
+49
+0.7% +$2.79K 0.04% 400
2022
Q3 		$374K Buy
+7,024
New +$408K 0.04% 360
2022
Q2 		– Sell
-6,526
Closed -$353K – 503
2022
Q1 		$353K Hold
6,526
– – 0.04% 382
2021
Q4 		$489K Sell
6,526
-5,655
-46% -$407K 0.06% 305
2021
Q3 		$883K Hold
12,181
– – 0.13% 154
2021
Q2 		$828K Buy
+12,181
New +$899K 0.14% 180
2017
Q1 		– Sell
-192
Closed -$7K – 577
2016
Q4 		$7K Buy
+192
New +$5.98K ﹤0.01% 469

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Empirical Finance's WGO Position: Q4 2023 in Review

Empirical Finance sold out of Winnebago Industries (WGO) in Q4 2023, closing a stake of 7,133 shares — an estimated $424K sold.

Empirical Finance first reported a position in WGO in Q4 2016 and held it in 10 quarters. The position peaked at $883K in Q3 2021. 256 funds tracked by Wall St. Rank hold WGO as of Q4 2023.

  • Empirical Finance reported no remaining Winnebago Industries position as of Q4 2023 after selling out during the quarter.
  • Empirical Finance sold 7,133 Winnebago Industries shares in Q4 2023, an estimated $424K.
  • Empirical Finance first reported a position in Winnebago Industries in Q4 2016 and held it in 10 quarters.
  • Empirical Finance's Winnebago Industries position peaked at $883K in Q3 2021.
  • 256 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2023.

Based on Empirical Finance's 13F filing for Q4 2023, filed 14 Feb 2024.