Balasa Dinverno & Foltz’s Welbilt, Inc. WBT Stock Holding History

Balasa Dinverno & Foltz’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
2022 Q1	–	Sell	-10,307	Closed	-$245K	–	364
2021 Q4	$245K	Buy	+10,307	New	+$244K	0.02%	300

Other funds holding WBT

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Balasa Dinverno & Foltz's WBT Position: Q1 2022 in Review

Balasa Dinverno & Foltz sold out of Welbilt, Inc. (WBT) in Q1 2022, closing a stake of 10,307 shares — an estimated $245K sold.

Balasa Dinverno & Foltz first reported a position in WBT in Q4 2021 and held it in 1 quarter. The position peaked at $245K in Q4 2021. 190 funds tracked by Wall St. Rank hold WBT as of Q1 2022.

Balasa Dinverno & Foltz reported no remaining Welbilt, Inc. position as of Q1 2022 after selling out during the quarter.
Balasa Dinverno & Foltz sold 10,307 Welbilt, Inc. shares in Q1 2022, an estimated $245K.
Balasa Dinverno & Foltz first reported a position in Welbilt, Inc. in Q4 2021 and held it in 1 quarter.
Balasa Dinverno & Foltz's Welbilt, Inc. position peaked at $245K in Q4 2021.
190 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q1 2022, filed 25 Apr 2022.