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Perpetual Ltd’s Winnebago Industries WGO Stock Holding History

Perpetual Ltd’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
-3,780
Closed -$220K – 460
2024
Q3 		$220K Hold
3,780
– – ﹤0.01% 402
2024
Q2 		$205K Hold
3,780
– – ﹤0.01% 417
2024
Q1 		$280K Hold
3,780
– – ﹤0.01% 399
2023
Q4 		$275K Buy
+3,780
New +$243K ﹤0.01% 395

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Perpetual Ltd's WGO Position: Q4 2024 in Review

Perpetual Ltd sold out of Winnebago Industries (WGO) in Q4 2024, closing a stake of 3,780 shares — an estimated $220K sold.

Perpetual Ltd first reported a position in WGO in Q4 2023 and held it in 4 quarters. The position peaked at $280K in Q1 2024. 259 funds tracked by Wall St. Rank hold WGO as of Q4 2024.

  • Perpetual Ltd reported no remaining Winnebago Industries position as of Q4 2024 after selling out during the quarter.
  • Perpetual Ltd sold 3,780 Winnebago Industries shares in Q4 2024, an estimated $220K.
  • Perpetual Ltd first reported a position in Winnebago Industries in Q4 2023 and held it in 4 quarters.
  • Perpetual Ltd's Winnebago Industries position peaked at $280K in Q1 2024.
  • 259 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2024.

Based on Perpetual Ltd's 13F filing for Q4 2024, filed 17 Jan 2025.