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Lenox Wealth Management’s Winnebago Industries WGO Stock Holding History

Lenox 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
2019
Q3 		– Sell
-529
Closed -$20K – 734
2019
Q2 		$20K Buy
529
+45
+9% +$1.58K 0.01% 350
2019
Q1 		$15K Buy
484
+54
+13% +$1.62K ﹤0.01% 397
2018
Q4 		$10K Buy
430
+24
+6% +$636 ﹤0.01% 397
2018
Q3 		$13K Buy
406
+81
+25% +$3.13K ﹤0.01% 376
2018
Q2 		$13K Buy
325
+88
+37% +$3.36K ﹤0.01% 339
2018
Q1 		$8K Sell
237
-75
-24% -$3.46K ﹤0.01% 380
2017
Q4 		$17K Sell
312
-3
-1% -$151 0.01% 333
2017
Q3 		$14K Buy
315
+154
+96% +$5.66K ﹤0.01% 353
2017
Q2 		$6K Buy
+161
New +$4.51K ﹤0.01% 416

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
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

Lenox Wealth Management's WGO Position: Q3 2019 in Review

Lenox Wealth Management sold out of Winnebago Industries (WGO) in Q3 2019, closing a stake of 529 shares — an estimated $20K sold.

Lenox Wealth Management first reported a position in WGO in Q2 2017 and held it in 9 quarters. The position peaked at $20K in Q2 2019. 200 funds tracked by Wall St. Rank hold WGO as of Q3 2019.

  • Lenox Wealth Management reported no remaining Winnebago Industries position as of Q3 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 529 Winnebago Industries shares in Q3 2019, an estimated $20K.
  • Lenox Wealth Management first reported a position in Winnebago Industries in Q2 2017 and held it in 9 quarters.
  • Lenox Wealth Management's Winnebago Industries position peaked at $20K in Q2 2019.
  • 200 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2019.

Based on Lenox Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.