Legacy Advisors’s Winnebago Industries WGO Stock Holding History

Legacy 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
2020 Q1	–	Sell	-6,250	Closed	-$331K	–	136
2019 Q4	$331K	Buy	+6,250	New	+$292K	0.21%	96

Other funds holding WGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Legacy Advisors's WGO Position: Q1 2020 in Review

Legacy Advisors sold out of Winnebago Industries (WGO) in Q1 2020, closing a stake of 6,250 shares — an estimated $331K sold.

Legacy Advisors first reported a position in WGO in Q4 2019 and held it in 1 quarter. The position peaked at $331K in Q4 2019. 209 funds tracked by Wall St. Rank hold WGO as of Q1 2020.

Legacy Advisors reported no remaining Winnebago Industries position as of Q1 2020 after selling out during the quarter.
Legacy Advisors sold 6,250 Winnebago Industries shares in Q1 2020, an estimated $331K.
Legacy Advisors first reported a position in Winnebago Industries in Q4 2019 and held it in 1 quarter.
Legacy Advisors's Winnebago Industries position peaked at $331K in Q4 2019.
209 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2020.

Based on Legacy Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.