TAM
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Telemark Asset Management’s Winnebago Industries WGO Stock Holding History

Telemark Asset 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
2020
Q4 		– Sell
-60,000
Closed -$3.1M – 65
2020
Q3 		$3.1M Sell
60,000
-20,000
-25% -$1.15M 0.37% 58
2020
Q2 		$5.33M Buy
+80,000
New +$4.08M 0.84% 39

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Telemark Asset Management's WGO Position: Q4 2020 in Review

Telemark Asset Management sold out of Winnebago Industries (WGO) in Q4 2020, closing a stake of 60,000 shares — an estimated $3.1M sold.

Telemark Asset Management first reported a position in WGO in Q2 2020 and held it in 2 quarters. The position peaked at $5.33M in Q2 2020. 252 funds tracked by Wall St. Rank hold WGO as of Q4 2020.

  • Telemark Asset Management reported no remaining Winnebago Industries position as of Q4 2020 after selling out during the quarter.
  • Telemark Asset Management sold 60,000 Winnebago Industries shares in Q4 2020, an estimated $3.1M.
  • Telemark Asset Management first reported a position in Winnebago Industries in Q2 2020 and held it in 2 quarters.
  • Telemark Asset Management's Winnebago Industries position peaked at $5.33M in Q2 2020.
  • 252 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2020.

Based on Telemark Asset Management's 13F filing for Q4 2020, filed 11 Feb 2021.