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Steward Financial Group’s Winnebago Industries WGO Stock Holding History

Steward Financial Group’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
Q3 		$1K Buy
+32
New +$2.07K ﹤0.01% 1287
2022
Q3 		– Sell
-3
Closed – – 1320
2022
Q2 		$0 Buy
+3
New +$155 ﹤0.01% 1407

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Steward Financial Group's WGO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Winnebago Industries (WGO) in Q3 2023: 32 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1287 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WGO as recently as Q2 2022.

Steward Financial Group first reported a position in WGO in Q2 2022 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold WGO as of Q3 2023.

  • Steward Financial Group held 32 shares of Winnebago Industries worth $1K as of Q3 2023.
  • Winnebago Industries was a new Steward Financial Group position in Q3 2023.
  • Winnebago Industries made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1287 holding.
  • Steward Financial Group first reported a position in Winnebago Industries in Q2 2022 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.