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Sageworth Trust Company of South Dakota’s Winnebago Industries WGO Stock Holding History

Sageworth Trust Company of South Dakota’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
Q3 		– Sell
-21
Closed -$1K – 646
2022
Q2 		$1K Hold
21
– – ﹤0.01% 556
2022
Q1 		$1K Sell
21
-105
-83% -$6.79K ﹤0.01% 584
2021
Q4 		$9K Buy
+126
New +$9.07K 0.01% 412

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CB
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sageworth Trust Company of South Dakota's WGO Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Winnebago Industries (WGO) in Q3 2022, closing a stake of 21 shares — an estimated $1K sold.

Sageworth Trust Company of South Dakota first reported a position in WGO in Q4 2021 and held it in 3 quarters. The position peaked at $9K in Q4 2021. 268 funds tracked by Wall St. Rank hold WGO as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Winnebago Industries position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 21 Winnebago Industries shares in Q3 2022, an estimated $1K.
  • Sageworth Trust Company of South Dakota first reported a position in Winnebago Industries in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Winnebago Industries position peaked at $9K in Q4 2021.
  • 268 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.