Bartlett & Co’s Welbilt, Inc. WBT Stock Holding History

Bartlett & Co’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 Q1	–	Sell	-230	Closed	-$3K	–	1203
2020 Q4	$3K	Hold	230	–	–	﹤0.01%	882
2020 Q3	$1K	Hold	230	–	–	﹤0.01%	819
2020 Q2	$1K	Hold	230	–	–	﹤0.01%	824
2020 Q1	$1K	Buy	+230	New	+$2.77K	﹤0.01%	818
2019 Q3	$4K	Buy	+230	New	+$3.73K	﹤0.01%	798
2019 Q2	–	Sell	-2,000	Closed	-$33K	–	810
2019 Q1	$33K	Hold	2,000	–	–	﹤0.01%	473
2018 Q4	$22K	Hold	2,000	–	–	﹤0.01%	514
2018 Q3	$42K	Hold	2,000	–	–	﹤0.01%	458
2018 Q2	$45K	Hold	2,000	–	–	﹤0.01%	440
2018 Q1	$39K	Hold	2,000	–	–	﹤0.01%	448
2017 Q4	$47K	Hold	2,000	–	–	﹤0.01%	440
2017 Q3	$46K	Hold	2,000	–	–	﹤0.01%	442
2017 Q2	$38K	Hold	2,000	–	–	﹤0.01%	453
2017 Q1	$39K	Hold	2,000	–	–	﹤0.01%	452
2016 Q4	$39K	Hold	2,000	–	–	﹤0.01%	462
2016 Q3	$32K	Hold	2,000	–	–	﹤0.01%	487
2016 Q2	$35K	Hold	2,000	–	–	﹤0.01%	479
2016 Q1	$29K	Buy	+2,000	New	+$29.1K	﹤0.01%	490

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Bartlett & Co's WBT Position: Q1 2021 in Review

Bartlett & Co sold out of Welbilt, Inc. (WBT) in Q1 2021, closing a stake of 230 shares — an estimated $3K sold.

Bartlett & Co first reported a position in WBT in Q1 2016 and held it in 18 quarters. The position peaked at $47K in Q4 2017. 200 funds tracked by Wall St. Rank hold WBT as of Q1 2021.

Bartlett & Co reported no remaining Welbilt, Inc. position as of Q1 2021 after selling out during the quarter.
Bartlett & Co sold 230 Welbilt, Inc. shares in Q1 2021, an estimated $3K.
Bartlett & Co first reported a position in Welbilt, Inc. in Q1 2016 and held it in 18 quarters.
Bartlett & Co's Welbilt, Inc. position peaked at $47K in Q4 2017.
200 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2021.

Based on Bartlett & Co's 13F filing for Q1 2021, filed 19 Apr 2021.