J. Goldman & Co’s Winnebago Industries WGO Stock Holding History

J. Goldman & Co’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	-377,141	Closed	-$18M	–	665
2024 Q4	$18M	Buy	377,141 +308,959	+453%	+$17.5M	0.47%	60
2024 Q3	$3.96M	Buy	+68,182	New	+$3.9M	0.11%	183
2023 Q4	–	Sell	-139,804	Closed	-$8.97M	–	488
2023 Q3	$8.31M	Buy	+139,804	New	+$9.06M	0.29%	99
2022 Q2	–	Sell	-318,854	Closed	-$16.5M	–	482
2022 Q1	$17.2M	Buy	+318,854	New	+$20.6M	0.79%	30
2021 Q4	–	Sell	-141,387	Closed	-$10.2M	–	448
2021 Q3	$10.2M	Buy	+141,387	New	+$9.88M	0.51%	50
2020 Q4	–	Sell	-5,087	Closed	-$263K	–	486
2020 Q3	$263K	Buy	+5,087	New	+$293K	0.02%	274
2020 Q1	–	Sell	-81,305	Closed	-$4.31M	–	342
2019 Q4	$4.31M	Buy	+81,305	New	+$3.8M	0.31%	91
2017 Q4	–	Sell	-4,300	Closed	-$216K	–	446
2017 Q3	$192K	Buy	+4,300	New	+$158K	0.01%	312

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

J. Goldman & Co's WGO Position: Q1 2025 in Review

J. Goldman & Co sold out of Winnebago Industries (WGO) in Q1 2025, closing a stake of 377,141 shares — an estimated $18M sold.

J. Goldman & Co first reported a position in WGO in Q3 2017 and held it in 8 quarters. The position peaked at $18M in Q4 2024. 257 funds tracked by Wall St. Rank hold WGO as of Q1 2025.

J. Goldman & Co reported no remaining Winnebago Industries position as of Q1 2025 after selling out during the quarter.
J. Goldman & Co sold 377,141 Winnebago Industries shares in Q1 2025, an estimated $18M.
J. Goldman & Co first reported a position in Winnebago Industries in Q3 2017 and held it in 8 quarters.
J. Goldman & Co's Winnebago Industries position peaked at $18M in Q4 2024.
257 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2025.

Based on J. Goldman & Co's 13F filing for Q1 2025, filed 15 May 2025.