AG
WBT

Aperio Group’s Welbilt, Inc. WBT Stock Holding History

Aperio Group’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
Q4 		$541K Sell
40,971
-4,825
-11% -$43.3K ﹤0.01% 1929
2020
Q3 		$282K Buy
45,796
+3,947
+9% +$26.6K ﹤0.01% 2096
2020
Q2 		$255K Sell
41,849
-2,882
-6% -$15.6K ﹤0.01% 2086
2020
Q1 		$229K Sell
44,731
-24,893
-36% -$299K ﹤0.01% 2043
2019
Q4 		$1.09M Buy
69,624
+2,100
+3% +$35.9K ﹤0.01% 1397
2019
Q3 		$1.14M Buy
67,524
+1,058
+2% +$17.2K ﹤0.01% 1326
2019
Q2 		$1.11M Sell
66,466
-2,321
-3% -$38K ﹤0.01% 1356
2019
Q1 		$1.13M Buy
68,787
+3,337
+5% +$48.7K ﹤0.01% 1314
2018
Q4 		$727K Buy
65,450
+15,493
+31% +$239K ﹤0.01% 1475
2018
Q3 		$1.04M Buy
49,957
+976
+2% +$21.5K ﹤0.01% 1391
2018
Q2 		$1.09M Buy
48,981
+4,635
+10% +$92.6K 0.01% 1331
2018
Q1 		$863K Buy
44,346
+69
+0.2% +$1.47K ﹤0.01% 1409
2017
Q4 		$1.04M Sell
44,277
-901
-2% -$19.9K 0.01% 1283
2017
Q3 		$1.04M Buy
45,178
+3,518
+8% +$71.2K 0.01% 1241
2017
Q2 		$785K Buy
41,660
+1,007
+2% +$19.7K ﹤0.01% 1367
2017
Q1 		$798K Buy
40,653
+1,715
+4% +$32.8K 0.01% 1266
2016
Q4 		$753K Sell
38,938
-174
-0.4% -$2.97K 0.01% 1273
2016
Q3 		$634K Buy
39,112
+2,340
+6% +$40K ﹤0.01% 1320
2016
Q2 		$648K Buy
36,772
+3,695
+11% +$58.9K 0.01% 1260
2016
Q1 		$488K Buy
+33,077
New +$481K ﹤0.01% 1384

Other funds holding WBT

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aperio Group's WBT Position: Q4 2020 in Review

Aperio Group reduced its Welbilt, Inc. (WBT) stake by 11% in Q4 2020, selling an estimated $43.3K and leaving 40,971 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Aperio Group first reported a position in WBT in Q1 2016 and has held it in 20 quarters since. The position peaked at $1.14M in Q3 2019. 191 funds tracked by Wall St. Rank hold WBT as of Q4 2020.

  • Aperio Group held 40,971 shares of Welbilt, Inc. worth $541K as of Q4 2020.
  • Aperio Group sold 4,825 Welbilt, Inc. shares in Q4 2020, an estimated $43.3K.
  • Welbilt, Inc. made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1929 holding.
  • Aperio Group first reported a position in Welbilt, Inc. in Q1 2016 and has held it in 20 quarters since.
  • Aperio Group's Welbilt, Inc. position peaked at $1.14M in Q3 2019.
  • 191 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.