ZIM
WGO icon

Zacks Investment Management’s Winnebago Industries WGO Stock Holding History

Zacks Investment 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
2022
Q2 		– Sell
-15,575
Closed -$842K – 662
2022
Q1 		$842K Buy
15,575
+239
+2% +$15.4K 0.01% 391
2021
Q4 		$1.15M Sell
15,336
-1,424
-8% -$102K 0.02% 361
2021
Q3 		$1.21M Buy
16,760
+1,276
+8% +$89.2K 0.02% 353
2021
Q2 		$1.05M Buy
15,484
+162
+1% +$12K 0.02% 362
2021
Q1 		$1.18M Buy
15,322
+1,915
+14% +$138K 0.02% 340
2020
Q4 		$804K Sell
13,407
-1,907
-12% -$104K 0.01% 373
2020
Q3 		$791K Buy
+15,314
New +$882K 0.02% 352
2014
Q4 		– Sell
-29,394
Closed -$640K – 759
2014
Q3 		$640K Buy
29,394
+15,808
+116% +$387K 0.02% 345
2014
Q2 		$342K Buy
13,586
+1,083
+9% +$26.6K 0.01% 538
2014
Q1 		$342K Sell
12,503
-15,355
-55% -$403K 0.01% 516
2013
Q4 		$765K Buy
+27,858
New +$810K 0.03% 286

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zacks Investment Management's WGO Position: Q2 2022 in Review

Zacks Investment Management sold out of Winnebago Industries (WGO) in Q2 2022, closing a stake of 15,575 shares — an estimated $842K sold.

Zacks Investment Management first reported a position in WGO in Q4 2013 and held it in 11 quarters. The position peaked at $1.21M in Q3 2021. 277 funds tracked by Wall St. Rank hold WGO as of Q2 2022.

  • Zacks Investment Management reported no remaining Winnebago Industries position as of Q2 2022 after selling out during the quarter.
  • Zacks Investment Management sold 15,575 Winnebago Industries shares in Q2 2022, an estimated $842K.
  • Zacks Investment Management first reported a position in Winnebago Industries in Q4 2013 and held it in 11 quarters.
  • Zacks Investment Management's Winnebago Industries position peaked at $1.21M in Q3 2021.
  • 277 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2022.

Based on Zacks Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.