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Syverson Strege & Co’s Winnebago Industries WGO Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-214
Closed -$12.4K – 627
2023
Q1 		$12.4K Buy
214
+1
+0.5% +$61 0.01% 231
2022
Q4 		$11.2K Hold
213
– – 0.01% 193
2022
Q3 		$11K Buy
213
+1
+0.5% +$58 0.01% 181
2022
Q2 		$10K Buy
212
+1
+0.5% +$52 ﹤0.01% 228
2022
Q1 		$11K Buy
211
+1
+0.5% +$65 0.01% 191
2021
Q4 		$16K Hold
210
– – 0.01% 187
2021
Q3 		$15K Hold
210
– – 0.01% 206
2021
Q2 		$14K Buy
210
+1
+0.5% +$74 0.01% 184
2021
Q1 		$16K Hold
209
– – 0.02% 173
2020
Q4 		$13K Buy
+209
New +$11.4K 0.01% 175

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

Syverson Strege & Co's WGO Position: Q2 2023 in Review

Syverson Strege & Co sold out of Winnebago Industries (WGO) in Q2 2023, closing a stake of 214 shares — an estimated $12.4K sold.

Syverson Strege & Co first reported a position in WGO in Q4 2020 and held it in 10 quarters. The position peaked at $16K in Q4 2021. 264 funds tracked by Wall St. Rank hold WGO as of Q2 2023.

  • Syverson Strege & Co reported no remaining Winnebago Industries position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 214 Winnebago Industries shares in Q2 2023, an estimated $12.4K.
  • Syverson Strege & Co first reported a position in Winnebago Industries in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's Winnebago Industries position peaked at $16K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.