Brown Advisory
WBT

Brown Advisory’s Welbilt, Inc. WBT Stock Holding History

Brown Advisory’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
2019
Q3 		– Sell
-12,123
Closed -$203K – 1049
2019
Q2 		$203K Sell
12,123
-257
-2% -$4.2K ﹤0.01% 978
2019
Q1 		$203K Sell
12,380
-3,486,741
-100% -$50.9M ﹤0.01% 1246
2018
Q4 		$38.9M Sell
3,499,121
-2,837,064
-45% -$43.8M 0.13% 153
2018
Q3 		$132M Buy
6,336,185
+2,222,105
+54% +$49M 0.38% 57
2018
Q2 		$91.8M Buy
4,114,080
+1,287,240
+46% +$25.7M 0.28% 71
2018
Q1 		$55M Buy
2,826,840
+1,980,002
+234% +$42.3M 0.18% 113
2017
Q4 		$19.9M Buy
+846,838
New +$18.7M 0.06% 237

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory's WBT Position: Q3 2019 in Review

Brown Advisory sold out of Welbilt, Inc. (WBT) in Q3 2019, closing a stake of 12,123 shares — an estimated $203K sold.

Brown Advisory first reported a position in WBT in Q4 2017 and held it in 7 quarters. The position peaked at $132M in Q3 2018. 220 funds tracked by Wall St. Rank hold WBT as of Q3 2019.

  • Brown Advisory reported no remaining Welbilt, Inc. position as of Q3 2019 after selling out during the quarter.
  • Brown Advisory sold 12,123 Welbilt, Inc. shares in Q3 2019, an estimated $203K.
  • Brown Advisory first reported a position in Welbilt, Inc. in Q4 2017 and held it in 7 quarters.
  • Brown Advisory's Welbilt, Inc. position peaked at $132M in Q3 2018.
  • 220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2019.

Based on Brown Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.