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RE Dickinson Investment Advisors’s Winnebago Industries WGO Stock Holding History

RE Dickinson Investment Advisors’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
2023
Q4 		– Sell
-50
Closed -$3K – 289
2023
Q3 		$3K Buy
+50
New +$3.24K ﹤0.01% 228
2023
Q2 		– Sell
-200
Closed -$12K – 415
2023
Q1 		$12K Hold
200
– – ﹤0.01% 257
2022
Q4 		$11K Hold
200
– – ﹤0.01% 252
2022
Q3 		$11K Hold
200
– – 0.01% 147
2022
Q2 		$10 Hold
200
– – ﹤0.01% 163
2022
Q1 		$11K Hold
200
– – 0.01% 177
2021
Q4 		$15K Buy
+200
New +$14.4K 0.01% 159

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return

RE Dickinson Investment Advisors's WGO Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of Winnebago Industries (WGO) in Q4 2023, closing a stake of 50 shares — an estimated $3K sold.

RE Dickinson Investment Advisors first reported a position in WGO in Q4 2021 and held it in 7 quarters. The position peaked at $15K in Q4 2021. 256 funds tracked by Wall St. Rank hold WGO as of Q4 2023.

  • RE Dickinson Investment Advisors reported no remaining Winnebago Industries position as of Q4 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 50 Winnebago Industries shares in Q4 2023, an estimated $3K.
  • RE Dickinson Investment Advisors first reported a position in Winnebago Industries in Q4 2021 and held it in 7 quarters.
  • RE Dickinson Investment Advisors's Winnebago Industries position peaked at $15K in Q4 2021.
  • 256 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.