R Squared’s Winnebago Industries WGO Stock Holding History

R Squared’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
2025 Q1	–	Sell	-910	Closed	-$43.5K	–	1520
2024 Q4	$43.5K	Buy	+910	New	+$51.6K	0.04%	553

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

R Squared's WGO Position: Q1 2025 in Review

R Squared sold out of Winnebago Industries (WGO) in Q1 2025, closing a stake of 910 shares — an estimated $43.5K sold.

R Squared first reported a position in WGO in Q4 2024 and held it in 1 quarter. The position peaked at $43.5K in Q4 2024. 257 funds tracked by Wall St. Rank hold WGO as of Q1 2025.

R Squared reported no remaining Winnebago Industries position as of Q1 2025 after selling out during the quarter.
R Squared sold 910 Winnebago Industries shares in Q1 2025, an estimated $43.5K.
R Squared first reported a position in Winnebago Industries in Q4 2024 and held it in 1 quarter.
R Squared's Winnebago Industries position peaked at $43.5K in Q4 2024.
257 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.