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Wedge Capital Management’s Winnebago Industries WGO Stock Holding History

Wedge Capital 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
2024
Q1 		– Sell
-11,149
Closed -$813K – 526
2023
Q4 		$813K Hold
11,149
– – 0.01% 379
2023
Q3 		$663K Sell
11,149
-16,784
-60% -$1.09M 0.01% 386
2023
Q2 		$1.86M Buy
+27,933
New +$1.67M 0.03% 377
2022
Q1 		– Sell
-3,336
Closed -$250K – 451
2021
Q4 		$250K Buy
+3,336
New +$240K ﹤0.01% 370

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Wedge Capital Management's WGO Position: Q1 2024 in Review

Wedge Capital Management sold out of Winnebago Industries (WGO) in Q1 2024, closing a stake of 11,149 shares — an estimated $813K sold.

Wedge Capital Management first reported a position in WGO in Q4 2021 and held it in 4 quarters. The position peaked at $1.86M in Q2 2023. 253 funds tracked by Wall St. Rank hold WGO as of Q1 2024.

  • Wedge Capital Management reported no remaining Winnebago Industries position as of Q1 2024 after selling out during the quarter.
  • Wedge Capital Management sold 11,149 Winnebago Industries shares in Q1 2024, an estimated $813K.
  • Wedge Capital Management first reported a position in Winnebago Industries in Q4 2021 and held it in 4 quarters.
  • Wedge Capital Management's Winnebago Industries position peaked at $1.86M in Q2 2023.
  • 253 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2024.

Based on Wedge Capital Management's 13F filing for Q1 2024, filed 23 Apr 2024.