&Partners’s Winnebago Industries WGO Stock Holding History

&Partners’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	-5,346	Closed	-$311K	–	1681
2024 Q3	$311K	Buy	+5,346	New	+$306K	0.01%	1081

Other funds holding WGO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

&Partners's WGO Position: Q4 2024 in Review

&Partners sold out of Winnebago Industries (WGO) in Q4 2024, closing a stake of 5,346 shares — an estimated $311K sold.

&Partners first reported a position in WGO in Q3 2024 and held it in 1 quarter. The position peaked at $311K in Q3 2024. 259 funds tracked by Wall St. Rank hold WGO as of Q4 2024.

&Partners reported no remaining Winnebago Industries position as of Q4 2024 after selling out during the quarter.
&Partners sold 5,346 Winnebago Industries shares in Q4 2024, an estimated $311K.
&Partners first reported a position in Winnebago Industries in Q3 2024 and held it in 1 quarter.
&Partners's Winnebago Industries position peaked at $311K in Q3 2024.
259 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2024.

Based on &Partners's 13F filing for Q4 2024, filed 14 Feb 2025.