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Summit Global Investments’s Winnebago Industries WGO Stock Holding History

Summit Global Investments’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
Q2 		– Sell
-13,200
Closed -$713K – 540
2022
Q1 		$713K Hold
13,200
– – 0.05% 276
2021
Q4 		$989K Buy
+13,200
New +$950K 0.06% 242
2017
Q3 		– Sell
-17,300
Closed -$606K – 249
2017
Q2 		$606K Buy
+17,300
New +$485K 0.18% 112

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 $8.65B AUM 9.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Global Investments's WGO Position: Q2 2022 in Review

Summit Global Investments sold out of Winnebago Industries (WGO) in Q2 2022, closing a stake of 13,200 shares — an estimated $713K sold.

Summit Global Investments first reported a position in WGO in Q2 2017 and held it in 3 quarters. The position peaked at $989K in Q4 2021. 277 funds tracked by Wall St. Rank hold WGO as of Q2 2022.

  • Summit Global Investments reported no remaining Winnebago Industries position as of Q2 2022 after selling out during the quarter.
  • Summit Global Investments sold 13,200 Winnebago Industries shares in Q2 2022, an estimated $713K.
  • Summit Global Investments first reported a position in Winnebago Industries in Q2 2017 and held it in 3 quarters.
  • Summit Global Investments's Winnebago Industries position peaked at $989K in Q4 2021.
  • 277 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2022.

Based on Summit Global Investments's 13F filing for Q2 2022, filed 23 Aug 2022.