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Freedom Investment Management’s Winnebago Industries WGO Stock Holding History

Freedom Investment 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
Q1 		– Sell
-4,733
Closed -$345K – 841
2023
Q4 		$345K Sell
4,733
-123
-3% -$7.89K 0.03% 552
2023
Q3 		$289K Sell
4,856
-293
-6% -$19K 0.04% 519
2023
Q2 		$343K Sell
5,149
-2,528
-33% -$151K 0.04% 499
2023
Q1 		$443K Buy
7,677
+984
+15% +$60K 0.05% 434
2022
Q4 		$353K Sell
6,693
-2,069
-24% -$118K 0.04% 532
2022
Q3 		$466K Buy
8,762
+446
+5% +$25.9K 0.05% 444
2022
Q2 		$404K Buy
8,316
+1,998
+32% +$103K 0.04% 517
2022
Q1 		$341K Sell
6,318
-1,092
-15% -$70.6K 0.03% 585
2021
Q4 		$555K Sell
7,410
-689
-9% -$49.6K 0.04% 496
2021
Q3 		$587K Buy
8,099
+1,007
+14% +$70.4K 0.04% 460
2021
Q2 		$482K Sell
7,092
-237
-3% -$17.5K 0.04% 547
2021
Q1 		$562K Buy
7,329
+78
+1% +$5.63K 0.04% 484
2020
Q4 		$435K Buy
7,251
+908
+14% +$49.5K 0.05% 375
2020
Q3 		$328K Buy
6,343
+2
+0% +$115 0.04% 391
2020
Q2 		$422K Buy
+6,341
New +$324K 0.05% 323
2018
Q4 		– Sell
-7,716
Closed -$280K – 906
2018
Q3 		$280K Sell
7,716
-157
-2% -$6.06K 0.02% 731
2018
Q2 		$320K Buy
+7,873
New +$300K 0.02% 735
2018
Q1 		– Sell
-5,384
Closed -$299K – 1220
2017
Q4 		$299K Sell
5,384
-948
-15% -$47.6K 0.02% 889
2017
Q3 		$283K Buy
+6,332
New +$233K 0.02% 873

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Freedom Investment Management's WGO Position: Q1 2024 in Review

Freedom Investment Management sold out of Winnebago Industries (WGO) in Q1 2024, closing a stake of 4,733 shares — an estimated $345K sold.

Freedom Investment Management first reported a position in WGO in Q3 2017 and held it in 19 quarters. The position peaked at $587K in Q3 2021. 253 funds tracked by Wall St. Rank hold WGO as of Q1 2024.

  • Freedom Investment Management reported no remaining Winnebago Industries position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 4,733 Winnebago Industries shares in Q1 2024, an estimated $345K.
  • Freedom Investment Management first reported a position in Winnebago Industries in Q3 2017 and held it in 19 quarters.
  • Freedom Investment Management's Winnebago Industries position peaked at $587K in Q3 2021.
  • 253 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.