HFM
WGO icon

Harvest Fund Management’s Winnebago Industries WGO Stock Holding History

Harvest Fund 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 		– Sell
-149
Closed -$8K – 665
2020
Q3 		$8K Sell
149
-427
-74% -$24.6K ﹤0.01% 517
2020
Q2 		$38K Buy
+576
New +$29.4K ﹤0.01% 368

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Harvest Fund Management's WGO Position: Q4 2020 in Review

Harvest Fund Management sold out of Winnebago Industries (WGO) in Q4 2020, closing a stake of 149 shares — an estimated $8K sold.

Harvest Fund Management first reported a position in WGO in Q2 2020 and held it in 2 quarters. The position peaked at $38K in Q2 2020. 252 funds tracked by Wall St. Rank hold WGO as of Q4 2020.

  • Harvest Fund Management reported no remaining Winnebago Industries position as of Q4 2020 after selling out during the quarter.
  • Harvest Fund Management sold 149 Winnebago Industries shares in Q4 2020, an estimated $8K.
  • Harvest Fund Management first reported a position in Winnebago Industries in Q2 2020 and held it in 2 quarters.
  • Harvest Fund Management's Winnebago Industries position peaked at $38K in Q2 2020.
  • 252 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2020.

Based on Harvest Fund Management's 13F filing for Q4 2020, filed 10 Feb 2021.