Berman Capital Advisors’s Welbilt, Inc. WBT Stock Holding History

Berman Capital 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
2021 Q3	$2K	Buy	107 +85	+386%	+$2K	﹤0.01%	1772
2021 Q2	$0	Hold	22	–	–	﹤0.01%	2102
2021 Q1	$0	Hold	22	–	–	﹤0.01%	1964
2020 Q4	$0	Buy	+22	New	+$198	﹤0.01%	1889
2020 Q1	–	Sell	-421	Closed	-$6K	–	1741
2019 Q4	$6K	Hold	421	–	–	﹤0.01%	948
2019 Q3	$7K	Hold	421	–	–	﹤0.01%	867
2019 Q2	$7K	Hold	421	–	–	﹤0.01%	881
2019 Q1	$6K	Buy	421 +412	+4,578%	+$6.01K	﹤0.01%	836
2018 Q4	$0	Buy	+9	New	+$139	﹤0.01%	1295

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

PCM

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

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

WIC

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's WBT Position: Q3 2021 in Review

Berman Capital Advisors increased its Welbilt, Inc. (WBT) stake by 386% in Q3 2021, buying an estimated $2K and bringing the position to 107 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Berman Capital Advisors first reported a position in WBT in Q4 2018 and has held it in 9 quarters since. The position peaked at $7K in Q3 2019. 212 funds tracked by Wall St. Rank hold WBT as of Q3 2021.

Berman Capital Advisors held 107 shares of Welbilt, Inc. worth $2K as of Q3 2021.
Berman Capital Advisors bought 85 Welbilt, Inc. shares in Q3 2021, an estimated $2K.
Welbilt, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1772 holding.
Berman Capital Advisors first reported a position in Welbilt, Inc. in Q4 2018 and has held it in 9 quarters since.
Berman Capital Advisors's Welbilt, Inc. position peaked at $7K in Q3 2019.
212 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.