Hamel Associates’s Winnebago Industries WGO Stock Holding History

Hamel Associates’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
2021 Q4	–	Sell	-6,085	Closed	-$441K	–	76
2021 Q3	$441K	Buy	+6,085	New	+$425K	0.17%	56

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

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

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

OFG

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Hamel Associates's WGO Position: Q4 2021 in Review

Hamel Associates sold out of Winnebago Industries (WGO) in Q4 2021, closing a stake of 6,085 shares — an estimated $441K sold.

Hamel Associates first reported a position in WGO in Q3 2021 and held it in 1 quarter. The position peaked at $441K in Q3 2021. 300 funds tracked by Wall St. Rank hold WGO as of Q4 2021.

Hamel Associates reported no remaining Winnebago Industries position as of Q4 2021 after selling out during the quarter.
Hamel Associates sold 6,085 Winnebago Industries shares in Q4 2021, an estimated $441K.
Hamel Associates first reported a position in Winnebago Industries in Q3 2021 and held it in 1 quarter.
Hamel Associates's Winnebago Industries position peaked at $441K in Q3 2021.
300 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2021.

Based on Hamel Associates's 13F filing for Q4 2021, filed 8 Feb 2022.