Envestnet Asset Management
WGO icon

Envestnet Asset Management’s Winnebago Industries WGO Stock Holding History

Envestnet Asset Management’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
-4,491
Closed -$261K – 4413
2024
Q3 		$261K Buy
4,491
+575
+15% +$32.9K ﹤0.01% 3898
2024
Q2 		$212K Sell
3,916
-677
-15% -$41.7K ﹤0.01% 3901
2024
Q1 		$340K Buy
+4,593
New +$312K ﹤0.01% 3656
2023
Q4 		– Sell
-3,732
Closed -$222K – 4180
2023
Q3 		$222K Sell
3,732
-249
-6% -$16.1K ﹤0.01% 3694
2023
Q2 		$266K Buy
+3,981
New +$238K ﹤0.01% 3549
2021
Q1 		– Sell
-5,038
Closed -$302K – 3586
2020
Q4 		$302K Buy
5,038
+411
+9% +$22.4K ﹤0.01% 2923
2020
Q3 		$239K Sell
4,627
-619
-12% -$35.7K ﹤0.01% 2826
2020
Q2 		$349K Buy
+5,246
New +$268K ﹤0.01% 2610
2020
Q1 		– Sell
-4,114
Closed -$218K – 3150
2019
Q4 		$218K Buy
+4,114
New +$192K ﹤0.01% 2891
2019
Q3 		– Sell
-16,359
Closed -$632K – 3171
2019
Q2 		$632K Buy
16,359
+1,896
+13% +$66.7K ﹤0.01% 2246
2019
Q1 		$451K Sell
14,463
-2,882
-17% -$86.5K ﹤0.01% 2409
2018
Q4 		$420K Buy
17,345
+4,702
+37% +$125K ﹤0.01% 2249
2018
Q3 		$419K Buy
+12,643
New +$488K ﹤0.01% 966
2018
Q1 		– Sell
-19,171
Closed -$1.07M – 2961
2017
Q4 		$1.07M Sell
19,171
-7,102
-27% -$357K ﹤0.01% 1182
2017
Q3 		$1.18M Sell
26,273
-2,358
-8% -$86.7K ﹤0.01% 1102
2017
Q2 		$1M Buy
28,631
+28,464
+17,044% +$797K ﹤0.01% 1187
2017
Q1 		$5K Buy
+167
New +$5.33K ﹤0.01% 2907

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Envestnet Asset Management's WGO Position: Q4 2024 in Review

Envestnet Asset Management sold out of Winnebago Industries (WGO) in Q4 2024, closing a stake of 4,491 shares — an estimated $261K sold.

Envestnet Asset Management first reported a position in WGO in Q1 2017 and held it in 17 quarters. The position peaked at $1.18M in Q3 2017. 259 funds tracked by Wall St. Rank hold WGO as of Q4 2024.

  • Envestnet Asset Management reported no remaining Winnebago Industries position as of Q4 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 4,491 Winnebago Industries shares in Q4 2024, an estimated $261K.
  • Envestnet Asset Management first reported a position in Winnebago Industries in Q1 2017 and held it in 17 quarters.
  • Envestnet Asset Management's Winnebago Industries position peaked at $1.18M in Q3 2017.
  • 259 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2024.

Based on Envestnet Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.