Financial Gravity Asset Management’s Winnebago Industries WGO Stock Holding History

Financial Gravity 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
2020 Q4	$0	Buy	+1	New	+$55	﹤0.01%	678
2019 Q4	$53K	Sell	6 -3	-33%	-$140	0.04%	613
2019 Q3	$0	Buy	9 +1	+13%	+$36	﹤0.01%	1578
2019 Q2	$0	Sell	8 -5	-38%	-$176	﹤0.01%	1695
2019 Q1	$0	Buy	+13	New	+$390	﹤0.01%	1564
2018 Q3	$1K	Sell	43 -9	-17%	-$347	﹤0.01%	1272
2018 Q2	$2K	Sell	52 -18	-26%	-$687	﹤0.01%	1039
2018 Q1	$3K	Buy	+70	New	+$3.23K	﹤0.01%	889

Other funds holding WGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PCM

Punch Card Management Winter Park, Florida $256M AUM 1.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Financial Gravity Asset Management's WGO Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in Winnebago Industries (WGO) in Q4 2020: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in WGO as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in WGO in Q1 2018 and has held it in 8 quarters since. The position peaked at $53K in Q4 2019. 252 funds tracked by Wall St. Rank hold WGO as of Q4 2020.

Financial Gravity Asset Management held 1 share of Winnebago Industries worth $0 as of Q4 2020.
Winnebago Industries was a new Financial Gravity Asset Management position in Q4 2020.
Winnebago Industries made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #678 holding.
Financial Gravity Asset Management first reported a position in Winnebago Industries in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's Winnebago Industries position peaked at $53K in Q4 2019.
252 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.