Tidal Investments’s Winnebago Industries WGO Stock Holding History

Tidal 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
2023 Q4	–	Sell	-22,523	Closed	-$1.34M	–	1533
2023 Q3	$1.34M	Buy	22,523 +3,051	+16%	+$198K	0.04%	450
2023 Q2	$1.3M	Buy	+19,472	New	+$1.16M	0.04%	447
2023 Q1	–	Sell	-24,340	Closed	-$1.28M	–	1368
2022 Q4	$1.28M	Buy	+24,340	New	+$1.38M	0.05%	372

Other funds holding WGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Tidal Investments's WGO Position: Q4 2023 in Review

Tidal Investments sold out of Winnebago Industries (WGO) in Q4 2023, closing a stake of 22,523 shares — an estimated $1.34M sold.

Tidal Investments first reported a position in WGO in Q4 2022 and held it in 3 quarters. The position peaked at $1.34M in Q3 2023. 256 funds tracked by Wall St. Rank hold WGO as of Q4 2023.

Tidal Investments reported no remaining Winnebago Industries position as of Q4 2023 after selling out during the quarter.
Tidal Investments sold 22,523 Winnebago Industries shares in Q4 2023, an estimated $1.34M.
Tidal Investments first reported a position in Winnebago Industries in Q4 2022 and held it in 3 quarters.
Tidal Investments's Winnebago Industries position peaked at $1.34M in Q3 2023.
256 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2023.

Based on Tidal Investments's 13F filing for Q4 2023, filed 15 Feb 2024.