Bedel Financial Consulting’s Welbilt, Inc. WBT Stock Holding History

Bedel Financial Consulting’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 Q4	–	Sell	-165	Closed	-$4K	–	1111
2021 Q3	$4K	Hold	165	–	–	﹤0.01%	829
2021 Q2	$4K	Hold	165	–	–	﹤0.01%	816
2021 Q1	$3K	Hold	165	–	–	﹤0.01%	829
2020 Q4	$2K	Hold	165	–	–	﹤0.01%	777
2020 Q3	$1K	Hold	165	–	–	﹤0.01%	800
2020 Q2	$1K	Hold	165	–	–	﹤0.01%	766
2020 Q1	$1K	Hold	165	–	–	﹤0.01%	784
2019 Q4	$3K	Hold	165	–	–	﹤0.01%	664
2019 Q3	$3K	Hold	165	–	–	﹤0.01%	637
2019 Q2	$3K	Hold	165	–	–	﹤0.01%	632
2019 Q1	$3K	Hold	165	–	–	﹤0.01%	630
2018 Q4	$2K	Hold	165	–	–	﹤0.01%	629
2018 Q3	$3K	Buy	+165	New	+$3.63K	﹤0.01%	601

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

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

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

PCM

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

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Bedel Financial Consulting's WBT Position: Q4 2021 in Review

Bedel Financial Consulting sold out of Welbilt, Inc. (WBT) in Q4 2021, closing a stake of 165 shares — an estimated $4K sold.

Bedel Financial Consulting first reported a position in WBT in Q3 2018 and held it in 13 quarters. The position peaked at $4K in Q3 2021. 204 funds tracked by Wall St. Rank hold WBT as of Q4 2021.

Bedel Financial Consulting reported no remaining Welbilt, Inc. position as of Q4 2021 after selling out during the quarter.
Bedel Financial Consulting sold 165 Welbilt, Inc. shares in Q4 2021, an estimated $4K.
Bedel Financial Consulting first reported a position in Welbilt, Inc. in Q3 2018 and held it in 13 quarters.
Bedel Financial Consulting's Welbilt, Inc. position peaked at $4K in Q3 2021.
204 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.