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Watershed Asset Management’s Winnebago Industries WGO Stock Holding History

Watershed 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
2023
Q1 		– Sell
-4,337
Closed -$229K – 152
2022
Q4 		$229K Hold
4,337
– – 0.29% 105
2022
Q3 		$231K Sell
4,337
-739
-15% -$42.9K 0.3% 61
2022
Q2 		$246K Buy
+5,076
New +$262K 0.3% 51

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Watershed Asset Management's WGO Position: Q1 2023 in Review

Watershed Asset Management sold out of Winnebago Industries (WGO) in Q1 2023, closing a stake of 4,337 shares — an estimated $229K sold.

Watershed Asset Management first reported a position in WGO in Q2 2022 and held it in 3 quarters. The position peaked at $246K in Q2 2022. 260 funds tracked by Wall St. Rank hold WGO as of Q1 2023.

  • Watershed Asset Management reported no remaining Winnebago Industries position as of Q1 2023 after selling out during the quarter.
  • Watershed Asset Management sold 4,337 Winnebago Industries shares in Q1 2023, an estimated $229K.
  • Watershed Asset Management first reported a position in Winnebago Industries in Q2 2022 and held it in 3 quarters.
  • Watershed Asset Management's Winnebago Industries position peaked at $246K in Q2 2022.
  • 260 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2023.

Based on Watershed Asset Management's 13F filing for Q1 2023, filed 5 May 2023.