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WGO icon

Veritable’s Winnebago Industries WGO Stock Holding History

Veritable’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
Q1 		– Sell
-6,800
Closed -$360K – 827
2019
Q4 		$360K Sell
6,800
-5,300
-44% -$248K 0.01% 608
2019
Q3 		$464K Sell
12,100
-2,000
-14% -$72.8K 0.01% 528
2019
Q2 		$545K Hold
14,100
– – 0.01% 476
2019
Q1 		$439K Sell
14,100
-1,975
-12% -$59.3K 0.01% 540
2018
Q4 		$389K Buy
16,075
+6,000
+60% +$159K 0.01% 531
2018
Q3 		$334K Hold
10,075
– – 0.01% 612
2018
Q2 		$409K Sell
10,075
-1,000
-9% -$38.1K 0.01% 548
2018
Q1 		$416K Sell
11,075
-3,100
-22% -$143K 0.01% 542
2017
Q4 		$788K Buy
14,175
+3,400
+32% +$171K 0.02% 389
2017
Q3 		$482K Sell
10,775
-175
-2% -$6.43K 0.01% 502
2017
Q2 		$383K Hold
10,950
– – 0.01% 573
2017
Q1 		$320K Buy
10,950
+3,650
+50% +$116K 0.01% 589
2016
Q4 		$231K Sell
7,300
-1,200
-14% -$37.4K 0.01% 659
2016
Q3 		$200K Buy
+8,500
New +$198K 0.01% 700
2015
Q2 		– Sell
-14,809
Closed -$315K – 882
2015
Q1 		$315K Buy
14,809
+109
+0.7% +$2.35K 0.01% 733
2014
Q4 		$320K Buy
14,700
+3,000
+26% +$68.7K 0.01% 727
2014
Q3 		$255K Buy
+11,700
New +$286K 0.01% 825

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Veritable's WGO Position: Q1 2020 in Review

Veritable sold out of Winnebago Industries (WGO) in Q1 2020, closing a stake of 6,800 shares — an estimated $360K sold.

Veritable first reported a position in WGO in Q3 2014 and held it in 17 quarters. The position peaked at $788K in Q4 2017. 209 funds tracked by Wall St. Rank hold WGO as of Q1 2020.

  • Veritable reported no remaining Winnebago Industries position as of Q1 2020 after selling out during the quarter.
  • Veritable sold 6,800 Winnebago Industries shares in Q1 2020, an estimated $360K.
  • Veritable first reported a position in Winnebago Industries in Q3 2014 and held it in 17 quarters.
  • Veritable's Winnebago Industries position peaked at $788K in Q4 2017.
  • 209 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2020.

Based on Veritable's 13F filing for Q1 2020, filed 13 May 2020.