Ancora Advisors’s Welbilt, Inc. WBT Stock Holding History

Ancora Advisors’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
2020 Q2	–	Sell	-19,965	Closed	-$103K	–	1480
2020 Q1	$103K	Sell	19,965 -1,750	-8%	-$21.1K	﹤0.01%	777
2019 Q4	$339K	Sell	21,715 -260,470	-92%	-$4.46M	0.01%	558
2019 Q3	$4.76M	Buy	282,185 +113,445	+67%	+$1.84M	0.21%	135
2019 Q2	$2.82M	Sell	168,740 -26,020	-13%	-$425K	0.13%	182
2019 Q1	$3.19M	Buy	194,760 +151,225	+347%	+$2.21M	0.14%	178
2018 Q4	$484K	Buy	43,535 +16,675	+62%	+$257K	0.02%	415
2018 Q3	$561K	Sell	26,860 -6,382	-19%	-$141K	0.02%	455
2018 Q2	$742K	Buy	+33,242	New	+$664K	0.03%	397
2017 Q1	–	Sell	-550	Closed	-$11K	–	1135
2016 Q4	$11K	Buy	+550	New	+$9.39K	﹤0.01%	1038

Other funds holding WBT

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Ancora Advisors's WBT Position: Q2 2020 in Review

Ancora Advisors sold out of Welbilt, Inc. (WBT) in Q2 2020, closing a stake of 19,965 shares — an estimated $103K sold.

Ancora Advisors first reported a position in WBT in Q4 2016 and held it in 9 quarters. The position peaked at $4.76M in Q3 2019. 187 funds tracked by Wall St. Rank hold WBT as of Q2 2020.

Ancora Advisors reported no remaining Welbilt, Inc. position as of Q2 2020 after selling out during the quarter.
Ancora Advisors sold 19,965 Welbilt, Inc. shares in Q2 2020, an estimated $103K.
Ancora Advisors first reported a position in Welbilt, Inc. in Q4 2016 and held it in 9 quarters.
Ancora Advisors's Welbilt, Inc. position peaked at $4.76M in Q3 2019.
187 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2020.

Based on Ancora Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.