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

Bessemer 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
2021 Q2	–	Sell	-921	Closed	-$15K	–	1669
2021 Q1	$15K	Buy	+921	New	+$13.9K	﹤0.01%	1238
2020 Q1	–	Sell	-140	Closed	-$2K	–	1751
2019 Q4	$2K	Sell	140 -13,293	-99%	-$228K	﹤0.01%	1572
2019 Q3	$226K	Sell	13,433 -22,243	-62%	-$361K	﹤0.01%	1043
2019 Q2	$595K	Sell	35,676 -13,180	-27%	-$216K	﹤0.01%	834
2019 Q1	$800K	Sell	48,856 -1,236	-2%	-$18K	﹤0.01%	693
2018 Q4	$557K	Buy	50,092 +741	+2%	+$11.4K	﹤0.01%	717
2018 Q3	$1.03M	Sell	49,351 -3,480	-7%	-$76.7K	﹤0.01%	574
2018 Q2	$1.18M	Buy	52,831 +10,536	+25%	+$211K	﹤0.01%	538
2018 Q1	$823K	Buy	42,295 +4,563	+12%	+$97.4K	﹤0.01%	626
2017 Q4	$887K	Buy	37,732 +14,176	+60%	+$313K	﹤0.01%	646
2017 Q3	$543K	Buy	+23,556	New	+$476K	﹤0.01%	830
2016 Q4	–	Sell	-189	Closed	-$3K	–	2097
2016 Q3	$3K	Buy	+189	New	+$3.23K	﹤0.01%	1711

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

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

PCM

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

PAMU

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

Bessemer Group's WBT Position: Q2 2021 in Review

Bessemer Group sold out of Welbilt, Inc. (WBT) in Q2 2021, closing a stake of 921 shares — an estimated $15K sold.

Bessemer Group first reported a position in WBT in Q3 2016 and held it in 12 quarters. The position peaked at $1.18M in Q2 2018. 233 funds tracked by Wall St. Rank hold WBT as of Q2 2021.

Bessemer Group reported no remaining Welbilt, Inc. position as of Q2 2021 after selling out during the quarter.
Bessemer Group sold 921 Welbilt, Inc. shares in Q2 2021, an estimated $15K.
Bessemer Group first reported a position in Welbilt, Inc. in Q3 2016 and held it in 12 quarters.
Bessemer Group's Welbilt, Inc. position peaked at $1.18M in Q2 2018.
233 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2021.

Based on Bessemer Group's 13F filing for Q2 2021, filed 6 Aug 2021.