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Hellman Jordan Management Company’s Winnebago Industries WGO Stock Holding History

Hellman Jordan Management Company’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
2018
Q4 		– Sell
-93,030
Closed -$3.08M – 66
2018
Q3 		$3.08M Sell
93,030
-103,679
-53% -$4M 2.22% 9
2018
Q2 		$7.99M Buy
196,709
+185,000
+1,580% +$7.06M 6.41% 6
2018
Q1 		$440K Buy
+11,709
New +$540K 0.73% 42

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 $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hellman Jordan Management Company's WGO Position: Q4 2018 in Review

Hellman Jordan Management Company sold out of Winnebago Industries (WGO) in Q4 2018, closing a stake of 93,030 shares — an estimated $3.08M sold.

Hellman Jordan Management Company first reported a position in WGO in Q1 2018 and held it in 3 quarters. The position peaked at $7.99M in Q2 2018. 207 funds tracked by Wall St. Rank hold WGO as of Q4 2018.

  • Hellman Jordan Management Company reported no remaining Winnebago Industries position as of Q4 2018 after selling out during the quarter.
  • Hellman Jordan Management Company sold 93,030 Winnebago Industries shares in Q4 2018, an estimated $3.08M.
  • Hellman Jordan Management Company first reported a position in Winnebago Industries in Q1 2018 and held it in 3 quarters.
  • Hellman Jordan Management Company's Winnebago Industries position peaked at $7.99M in Q2 2018.
  • 207 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2018.

Based on Hellman Jordan Management Company's 13F filing for Q4 2018, filed 6 Feb 2019.