Wellington Management Group
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Wellington Management Group’s Winnebago Industries WGO Stock Holding History

Wellington Management Group’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
Q4 		– Sell
-133,368
Closed -$7.75M – 2044
2024
Q3 		$7.75M Buy
+133,368
New +$7.64M ﹤0.01% 1238
2022
Q1 		– Sell
-8,643
Closed -$648K – 2237
2021
Q4 		$648K Buy
+8,643
New +$622K ﹤0.01% 1892
2020
Q2 		– Sell
-33,781
Closed -$939K – 1991
2020
Q1 		$939K Sell
33,781
-5,099
-13% -$246K ﹤0.01% 1553
2019
Q4 		$2.06M Sell
38,880
-264,570
-87% -$12.4M ﹤0.01% 1542
2019
Q3 		$11.6M Sell
303,450
-714,799
-70% -$26M ﹤0.01% 1113
2019
Q2 		$39.4M Buy
1,018,249
+150,745
+17% +$5.3M 0.01% 827
2019
Q1 		$27M Buy
+867,504
New +$26M 0.01% 926
2018
Q2 		– Sell
-71,789
Closed -$2.7M – 2326
2018
Q1 		$2.7M Buy
71,789
+64,804
+928% +$2.99M ﹤0.01% 1652
2017
Q4 		$388K Sell
6,985
-137,523
-95% -$6.91M ﹤0.01% 2088
2017
Q3 		$6.47M Hold
144,508
– – ﹤0.01% 1401
2017
Q2 		$5.06M Hold
144,508
– – ﹤0.01% 1427
2017
Q1 		$4.23M Sell
144,508
-20,818
-13% -$664K ﹤0.01% 1500
2016
Q4 		$5.23M Buy
165,326
+95,026
+135% +$2.96M ﹤0.01% 1387
2016
Q3 		$1.66M Buy
+70,300
New +$1.64M ﹤0.01% 1695
2015
Q4 		– Sell
-161,226
Closed -$3.09M – 2249
2015
Q3 		$3.09M Sell
161,226
-21,774
-12% -$461K ﹤0.01% 1494
2015
Q2 		$4.32M Buy
183,000
+92,252
+102% +$1.96M ﹤0.01% 1446
2015
Q1 		$1.93M Buy
+90,748
New +$1.96M ﹤0.01% 1704
2013
Q4 		– Sell
-97,465
Closed -$2.53M – 2230
2013
Q3 		$2.53M Buy
97,465
+39,570
+68% +$934K ﹤0.01% 1618
2013
Q2 		$1.22M Buy
+57,895
New +$1.13M ﹤0.01% 1731

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wellington Management Group's WGO Position: Q4 2024 in Review

Wellington Management Group sold out of Winnebago Industries (WGO) in Q4 2024, closing a stake of 133,368 shares — an estimated $7.75M sold.

Wellington Management Group first reported a position in WGO in Q2 2013 and held it in 19 quarters. The position peaked at $39.4M in Q2 2019. 259 funds tracked by Wall St. Rank hold WGO as of Q4 2024.

  • Wellington Management Group reported no remaining Winnebago Industries position as of Q4 2024 after selling out during the quarter.
  • Wellington Management Group sold 133,368 Winnebago Industries shares in Q4 2024, an estimated $7.75M.
  • Wellington Management Group first reported a position in Winnebago Industries in Q2 2013 and held it in 19 quarters.
  • Wellington Management Group's Winnebago Industries position peaked at $39.4M in Q2 2019.
  • 259 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2024.

Based on Wellington Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.