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West Branch Capital’s Winnebago Industries WGO Stock Holding History

West Branch Capital’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
Q2 		– Sell
-1,448
Closed -$83.5K – 470
2023
Q1 		$83.5K Hold
1,448
– – 0.05% 125
2022
Q4 		$76.3K Hold
1,448
– – 0.05% 133
2022
Q3 		$77K Hold
1,448
– – 0.05% 136
2022
Q2 		$70K Hold
1,448
– – 0.04% 151
2022
Q1 		$78K Hold
1,448
– – 0.04% 153
2021
Q4 		$108K Hold
1,448
– – 0.05% 136
2021
Q3 		$105K Hold
1,448
– – 0.05% 129
2021
Q2 		$98K Buy
+1,448
New +$107K 0.05% 139

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

West Branch Capital's WGO Position: Q2 2023 in Review

West Branch Capital sold out of Winnebago Industries (WGO) in Q2 2023, closing a stake of 1,448 shares — an estimated $83.5K sold.

West Branch Capital first reported a position in WGO in Q2 2021 and held it in 8 quarters. The position peaked at $108K in Q4 2021. 264 funds tracked by Wall St. Rank hold WGO as of Q2 2023.

  • West Branch Capital reported no remaining Winnebago Industries position as of Q2 2023 after selling out during the quarter.
  • West Branch Capital sold 1,448 Winnebago Industries shares in Q2 2023, an estimated $83.5K.
  • West Branch Capital first reported a position in Winnebago Industries in Q2 2021 and held it in 8 quarters.
  • West Branch Capital's Winnebago Industries position peaked at $108K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2023.

Based on West Branch Capital's 13F filing for Q2 2023, filed 7 Aug 2023.