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Norbert Lou’s Winnebago Industries WGO Stock Holding History

Norbert Lou’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
Q4 		– Sell
-411,480
Closed -$23.9M – 5
2024
Q3 		$23.9M Sell
411,480
-585,093
-59% -$33.5M 7.15% 3
2024
Q2 		$54M Hold
996,573
– – 15.97% 3
2024
Q1 		$73.7M Hold
996,573
– – 18.44% 3
2023
Q4 		$72.6M Hold
996,573
– – 19.06% 3
2023
Q3 		$59.2M Hold
996,573
– – 17.12% 3
2023
Q2 		$66.5M Hold
996,573
– – 19.14% 3
2023
Q1 		$57.5M Hold
996,573
– – 18.01% 3
2022
Q4 		$52.5M Hold
996,573
– – 17.01% 3
2022
Q3 		$53M Sell
996,573
-160,701
-14% -$9.33M 17.63% 3
2022
Q2 		$56.2M Buy
1,157,274
+1,900
+0.2% +$98.2K 17.41% 3
2022
Q1 		$62.4M Buy
1,155,374
+132,421
+13% +$8.56M 16% 3
2021
Q4 		$76.6M Hold
1,022,953
– – 19.62% 3
2021
Q3 		$74.1M Hold
1,022,953
– – 19.22% 3
2021
Q2 		$69.5M Hold
1,022,953
– – 18.31% 3
2021
Q1 		$78.5M Hold
1,022,953
– – 21.69% 3
2020
Q4 		$61.3M Hold
1,022,953
– – 20.44% 3
2020
Q3 		$52.9M Hold
1,022,953
– – 21.4% 3
2020
Q2 		$68.1M Sell
1,022,953
-1,362,787
-57% -$69.6M 30.06% 2
2020
Q1 		$66.3M Buy
2,385,740
+994,190
+71% +$48M 33.44% 2
2019
Q4 		$73.7M Hold
1,391,550
– – 30.67% 2
2019
Q3 		$53.4M Hold
1,391,550
– – 26.4% 2
2019
Q2 		$53.8M Buy
1,391,550
+323,357
+30% +$11.4M 25.65% 2
2019
Q1 		$33.3M Buy
+1,068,193
New +$32.1M 15.7% 3

Other funds holding WGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Norbert Lou's WGO Position: Q4 2024 in Review

Norbert Lou sold out of Winnebago Industries (WGO) in Q4 2024, closing a stake of 411,480 shares — an estimated $23.9M sold.

Norbert Lou first reported a position in WGO in Q1 2019 and held it in 23 quarters. The position peaked at $78.5M in Q1 2021. 259 funds tracked by Wall St. Rank hold WGO as of Q4 2024.

  • Norbert Lou reported no remaining Winnebago Industries position as of Q4 2024 after selling out during the quarter.
  • Norbert Lou sold 411,480 Winnebago Industries shares in Q4 2024, an estimated $23.9M.
  • Norbert Lou first reported a position in Winnebago Industries in Q1 2019 and held it in 23 quarters.
  • Norbert Lou's Winnebago Industries position peaked at $78.5M in Q1 2021.
  • 259 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2024.

Based on Punch Card Management's 13F filing for Q4 2024, filed 14 Feb 2025.