Hohimer Wealth Management’s Winnebago Industries WGO Stock Holding History

Hohimer Wealth 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
2023 Q2	–	Sell	-10,339	Closed	-$597K	–	196
2023 Q1	$597K	Buy	10,339 +5,724	+124%	+$349K	0.17%	141
2022 Q4	$243K	Sell	4,615 -13,512	-75%	-$769K	0.08%	144
2022 Q3	$965K	Sell	18,127 -50	-0.3%	-$2.9K	0.31%	91
2022 Q2	$883K	Sell	18,177 -11,264	-38%	-$582K	0.26%	103
2022 Q1	$1.59M	Buy	29,441 +1,538	+6%	+$99.4K	0.31%	96
2021 Q4	$2.09M	Sell	27,903 -5,558	-17%	-$400K	0.44%	78
2021 Q3	$2.42M	Buy	33,461 +1,155	+4%	+$80.7K	0.51%	76
2021 Q2	$2.2M	Buy	+32,306	New	+$2.39M	0.45%	82

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Hohimer Wealth Management's WGO Position: Q2 2023 in Review

Hohimer Wealth Management sold out of Winnebago Industries (WGO) in Q2 2023, closing a stake of 10,339 shares — an estimated $597K sold.

Hohimer Wealth Management first reported a position in WGO in Q2 2021 and held it in 8 quarters. The position peaked at $2.42M in Q3 2021. 264 funds tracked by Wall St. Rank hold WGO as of Q2 2023.

Hohimer Wealth Management reported no remaining Winnebago Industries position as of Q2 2023 after selling out during the quarter.
Hohimer Wealth Management sold 10,339 Winnebago Industries shares in Q2 2023, an estimated $597K.
Hohimer Wealth Management first reported a position in Winnebago Industries in Q2 2021 and held it in 8 quarters.
Hohimer Wealth Management's Winnebago Industries position peaked at $2.42M in Q3 2021.
264 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2023.

Based on Hohimer Wealth Management's 13F filing for Q2 2023, filed 28 Jul 2023.