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Jade Capital Advisors’s Winnebago Industries WGO Stock Holding History

Jade Capital 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
2024
Q3 		$2.32M Buy
+40,000
New +$2.29M 1.46% 22

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jade Capital Advisors's WGO Position: Q3 2024 in Review

Jade Capital Advisors opened a new position in Winnebago Industries (WGO) in Q3 2024: 85,000 shares worth $4.94M. The stake represents 3.11% of the portfolio and ranks #3 among its holdings.

276 funds tracked by Wall St. Rank hold WGO as of Q3 2024.

  • Jade Capital Advisors held 85,000 shares of Winnebago Industries worth $4.94M as of Q3 2024.
  • Winnebago Industries was a new Jade Capital Advisors position in Q3 2024.
  • Winnebago Industries made up 3.11% of Jade Capital Advisors's portfolio in Q3 2024, its #3 holding.
  • 276 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2024.

Based on Jade Capital Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.