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Oppenheimer & Co’s Winnebago Industries WGO Stock Holding History

Oppenheimer & 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
2022
Q1 		– Sell
-2,882
Closed -$216K – 1601
2021
Q4 		$216K Sell
2,882
-170
-6% -$12.2K ﹤0.01% 1366
2021
Q3 		$221K Sell
3,052
-5,504
-64% -$385K ﹤0.01% 1356
2021
Q2 		$581K Sell
8,556
-8,388
-50% -$619K 0.01% 956
2021
Q1 		$1.3M Buy
16,944
+10,522
+164% +$759K 0.03% 614
2020
Q4 		$385K Sell
6,422
-3,204
-33% -$175K 0.01% 994
2020
Q3 		$497K Sell
9,626
-2,252
-19% -$130K 0.01% 806
2020
Q2 		$791K Sell
11,878
-391
-3% -$20K 0.02% 664
2020
Q1 		$341K Sell
12,269
-87
-0.7% -$4.2K 0.01% 862
2019
Q4 		$655K Buy
+12,356
New +$578K 0.02% 747
2019
Q3 		– Sell
-5,773
Closed -$223K – 1336
2019
Q2 		$223K Sell
5,773
-8,819
-60% -$310K 0.01% 1139
2019
Q1 		$455K Sell
14,592
-229
-2% -$6.88K 0.01% 862
2018
Q4 		$359K Buy
14,821
+4,861
+49% +$129K 0.01% 862
2018
Q3 		$330K Buy
9,960
+4,062
+69% +$157K 0.01% 1029
2018
Q2 		$239K Sell
5,898
-14
-0.2% -$534 0.01% 1150
2018
Q1 		$222K Sell
5,912
-5,798
-50% -$267K 0.01% 1174
2017
Q4 		$651K Buy
11,710
+614
+6% +$30.8K 0.02% 766
2017
Q3 		$497K Buy
+11,096
New +$408K 0.01% 847

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oppenheimer & Co's WGO Position: Q1 2022 in Review

Oppenheimer & Co sold out of Winnebago Industries (WGO) in Q1 2022, closing a stake of 2,882 shares — an estimated $216K sold.

Oppenheimer & Co first reported a position in WGO in Q3 2017 and held it in 17 quarters. The position peaked at $1.3M in Q1 2021. 275 funds tracked by Wall St. Rank hold WGO as of Q1 2022.

  • Oppenheimer & Co reported no remaining Winnebago Industries position as of Q1 2022 after selling out during the quarter.
  • Oppenheimer & Co sold 2,882 Winnebago Industries shares in Q1 2022, an estimated $216K.
  • Oppenheimer & Co first reported a position in Winnebago Industries in Q3 2017 and held it in 17 quarters.
  • Oppenheimer & Co's Winnebago Industries position peaked at $1.3M in Q1 2021.
  • 275 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2022.

Based on Oppenheimer & Co's 13F filing for Q1 2022, filed 12 May 2022.