Sunbelt Securities’s Winnebago Industries WGO Stock Holding History

Sunbelt Securities’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	–	Sell	-16	Closed	-$1.07K	–	1829
2023 Q2	$1.07K	Buy	+16	New	+$955	﹤0.01%	1514

Other funds holding WGO

BlackRock New York $5.72T AUM 30.48% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sunbelt Securities's WGO Position: Q3 2023 in Review

Sunbelt Securities sold out of Winnebago Industries (WGO) in Q3 2023, closing a stake of 16 shares — an estimated $1.07K sold.

Sunbelt Securities first reported a position in WGO in Q2 2023 and held it in 1 quarter. The position peaked at $1.07K in Q2 2023. 257 funds tracked by Wall St. Rank hold WGO as of Q3 2023.

Sunbelt Securities reported no remaining Winnebago Industries position as of Q3 2023 after selling out during the quarter.
Sunbelt Securities sold 16 Winnebago Industries shares in Q3 2023, an estimated $1.07K.
Sunbelt Securities first reported a position in Winnebago Industries in Q2 2023 and held it in 1 quarter.
Sunbelt Securities's Winnebago Industries position peaked at $1.07K in Q2 2023.
257 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.