Ownership history in MARSHALL WACE, LLP Β· 18 quarters on record
This page tracks every 13F SEC filing in which MARSHALL WACE, LLP reported a position in WINNEBAGO INDS (WGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MARSHALL WACE, LLP underperformed the S&P 500 by β59.7% annually on this WGO position. Timing score: 50% (8/16 decisions correct). Average cost basis: $45.07. Maximum drawdown during holding period: β58.8%.
β Significantly underperformed the S&P 500 by 59.7% ann.
6 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 16 add/trim decisions correct
Best entry: $21.26 (2018 Q4) Β· Worst: $69.09 (2021 Q1)
πͺ Held through 2 major drawdowns (>20%).
9 adds Β· 9 trims. Bought during 4 of 6 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size