Holocene Advisors
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Holocene Advisors’s Winnebago Industries WGO Stock Holding History

Holocene Advisors’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
2025
Q1 		– Sell
-65,623
Closed -$3.14M – 906
2024
Q4 		$3.14M Buy
65,623
+43,324
+194% +$2.45M 0.01% 481
2024
Q3 		$1.3M Buy
+22,299
New +$1.28M 0.01% 592
2024
Q1 		– Sell
-16,861
Closed -$1.23M – 885
2023
Q4 		$1.23M Sell
16,861
-6,146
-27% -$394K ﹤0.01% 590
2023
Q3 		$1.37M Sell
23,007
-17,777
-44% -$1.15M 0.01% 607
2023
Q2 		$2.72M Hold
40,784
– – 0.01% 481
2023
Q1 		$2.35M Buy
40,784
+140
+0.3% +$8.54K 0.01% 427
2022
Q4 		$2.14M Buy
40,644
+11,401
+39% +$648K 0.01% 413
2022
Q3 		$1.56M Sell
29,243
-75,381
-72% -$4.38M 0.01% 498
2022
Q2 		$5.08M Buy
104,624
+51,628
+97% +$2.67M 0.03% 340
2022
Q1 		$2.86M Buy
52,996
+41,425
+358% +$2.68M 0.01% 406
2021
Q4 		$867K Sell
11,571
-17,309
-60% -$1.25M ﹤0.01% 700
2021
Q3 		$2.09M Sell
28,880
-6,077
-17% -$425K 0.01% 538
2021
Q2 		$2.38M Buy
34,957
+4,421
+14% +$326K 0.01% 526
2021
Q1 		$2.34M Buy
30,536
+23,221
+317% +$1.68M 0.01% 553
2020
Q4 		$438K Buy
+7,315
New +$399K ﹤0.01% 657
2018
Q3 		– Sell
-7,179
Closed -$291K – 823
2018
Q2 		$291K Buy
+7,179
New +$274K 0.01% 491

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holocene Advisors's WGO Position: Q1 2025 in Review

Holocene Advisors sold out of Winnebago Industries (WGO) in Q1 2025, closing a stake of 65,623 shares — an estimated $3.14M sold.

Holocene Advisors first reported a position in WGO in Q2 2018 and held it in 16 quarters. The position peaked at $5.08M in Q2 2022. 257 funds tracked by Wall St. Rank hold WGO as of Q1 2025.

  • Holocene Advisors reported no remaining Winnebago Industries position as of Q1 2025 after selling out during the quarter.
  • Holocene Advisors sold 65,623 Winnebago Industries shares in Q1 2025, an estimated $3.14M.
  • Holocene Advisors first reported a position in Winnebago Industries in Q2 2018 and held it in 16 quarters.
  • Holocene Advisors's Winnebago Industries position peaked at $5.08M in Q2 2022.
  • 257 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2025.

Based on Holocene Advisors's 13F filing for Q1 2025, filed 15 May 2025.