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Systematic Financial Management’s Winnebago Industries WGO Stock Holding History

Systematic Financial Management’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
2024
Q4 		– Sell
-2,614
Closed -$152K – 328
2024
Q3 		$152K Buy
+2,614
New +$150K ﹤0.01% 323
2017
Q1 		– Sell
-99,435
Closed -$3.15M – 700
2016
Q4 		$3.15M Buy
+99,435
New +$3.1M 0.05% 319
2013
Q4 		– Sell
-113,675
Closed -$2.95M – 698
2013
Q3 		$2.95M Sell
113,675
-27,475
-19% -$649K 0.02% 362
2013
Q2 		$2.96M Buy
+141,150
New +$2.77M 0.03% 348

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Systematic Financial Management's WGO Position: Q4 2024 in Review

Systematic Financial Management sold out of Winnebago Industries (WGO) in Q4 2024, closing a stake of 2,614 shares — an estimated $152K sold.

Systematic Financial Management first reported a position in WGO in Q2 2013 and held it in 4 quarters. The position peaked at $3.15M in Q4 2016. 259 funds tracked by Wall St. Rank hold WGO as of Q4 2024.

  • Systematic Financial Management reported no remaining Winnebago Industries position as of Q4 2024 after selling out during the quarter.
  • Systematic Financial Management sold 2,614 Winnebago Industries shares in Q4 2024, an estimated $152K.
  • Systematic Financial Management first reported a position in Winnebago Industries in Q2 2013 and held it in 4 quarters.
  • Systematic Financial Management's Winnebago Industries position peaked at $3.15M in Q4 2016.
  • 259 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2024.

Based on Systematic Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.