1M
WBT

13D Management’s Welbilt, Inc. WBT Stock Holding History

13D Management’s Portfolio WBT Stock Details WBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-626,659
Closed -$10.2M – 33
2021
Q1 		$10.2M Buy
626,659
+43,373
+7% +$652K 3.77% 9
2020
Q4 		$7.7M Sell
583,286
-102,875
-15% -$924K 3.18% 18
2020
Q3 		$4.23M Buy
686,161
+14,594
+2% +$98.3K 1.86% 25
2020
Q2 		$4.09M Sell
671,567
-27,876
-4% -$151K 1.78% 26
2020
Q1 		$3.59M Buy
699,443
+42,491
+6% +$511K 1.74% 26
2019
Q4 		$10.3M Sell
656,952
-143,898
-18% -$2.46M 3.11% 21
2019
Q3 		$13.5M Buy
800,850
+36,515
+5% +$593K 4.44% 13
2019
Q2 		$12.8M Sell
764,335
-90,573
-11% -$1.48M 3.85% 13
2019
Q1 		$14.1M Buy
854,908
+223,759
+35% +$3.26M 4.19% 8
2018
Q4 		$7.01M Buy
631,149
+43,014
+7% +$664K 2.27% 24
2018
Q3 		$12.3M Buy
588,135
+36,111
+7% +$796K 3.38% 17
2018
Q2 		$12.3M Hold
552,024
– – 3.14% 15
2018
Q1 		$10.7M Buy
552,024
+52,709
+11% +$1.13M 2.98% 19
2017
Q4 		$11.7M Buy
499,315
+20,801
+4% +$459K 3.5% 14
2017
Q3 		$11M Buy
478,514
+48,910
+11% +$989K 4.19% 9
2017
Q2 		$8.1M Sell
429,604
-16,579
-4% -$324K 2.87% 20
2017
Q1 		$8.76M Sell
446,183
-11,687
-3% -$224K 3.44% 15
2016
Q4 		$8.85M Sell
457,870
-140,011
-23% -$2.39M 3.63% 14
2016
Q3 		$9.7M Sell
597,881
-87,960
-13% -$1.5M 4.04% 9
2016
Q2 		$12.1M Buy
685,841
+29,465
+4% +$470K 4.97% 4
2016
Q1 		$9.68M Buy
+656,376
New +$9.54M 4.37% 9

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

13D Management's WBT Position: Q2 2021 in Review

13D Management sold out of Welbilt, Inc. (WBT) in Q2 2021, closing a stake of 626,659 shares — an estimated $10.2M sold.

13D Management first reported a position in WBT in Q1 2016 and held it in 21 quarters. The position peaked at $14.1M in Q1 2019. 233 funds tracked by Wall St. Rank hold WBT as of Q2 2021.

  • 13D Management reported no remaining Welbilt, Inc. position as of Q2 2021 after selling out during the quarter.
  • 13D Management sold 626,659 Welbilt, Inc. shares in Q2 2021, an estimated $10.2M.
  • 13D Management first reported a position in Welbilt, Inc. in Q1 2016 and held it in 21 quarters.
  • 13D Management's Welbilt, Inc. position peaked at $14.1M in Q1 2019.
  • 233 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2021.

Based on 13D Management's 13F filing for Q2 2021, filed 16 Aug 2021.