SkyOak Wealth’s Winnebago Industries WGO Stock Holding History

SkyOak Wealth’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
2020 Q1	–	Sell	-10,264	Closed	-$544K	–	319
2019 Q4	$544K	Buy	+10,264	New	+$480K	0.17%	145

Other funds holding WGO

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

PCM

Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

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

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

SkyOak Wealth's WGO Position: Q1 2020 in Review

SkyOak Wealth sold out of Winnebago Industries (WGO) in Q1 2020, closing a stake of 10,264 shares — an estimated $544K sold.

SkyOak Wealth first reported a position in WGO in Q4 2019 and held it in 1 quarter. The position peaked at $544K in Q4 2019. 209 funds tracked by Wall St. Rank hold WGO as of Q1 2020.

SkyOak Wealth reported no remaining Winnebago Industries position as of Q1 2020 after selling out during the quarter.
SkyOak Wealth sold 10,264 Winnebago Industries shares in Q1 2020, an estimated $544K.
SkyOak Wealth first reported a position in Winnebago Industries in Q4 2019 and held it in 1 quarter.
SkyOak Wealth's Winnebago Industries position peaked at $544K in Q4 2019.
209 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.