Curi RMB Capital’s Welbilt, Inc. WBT Stock Holding History

Curi RMB Capital’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
2020 Q4	–	Sell	-10,725	Closed	-$66K	–	652
2020 Q3	$66K	Hold	10,725	–	–	﹤0.01%	594
2020 Q2	$65K	Hold	10,725	–	–	﹤0.01%	586
2020 Q1	$55K	Hold	10,725	–	–	﹤0.01%	633
2019 Q4	$167K	Hold	10,725	–	–	﹤0.01%	634
2019 Q3	$181K	Hold	10,725	–	–	﹤0.01%	674
2019 Q2	$179K	Buy	10,725 +190	+2%	+$3.11K	﹤0.01%	712
2019 Q1	$173K	Hold	10,535	–	–	﹤0.01%	748
2018 Q4	$117K	Hold	10,535	–	–	﹤0.01%	865
2018 Q3	$220K	Hold	10,535	–	–	0.01%	812
2018 Q2	$235K	Hold	10,535	–	–	0.01%	784
2018 Q1	$205K	Sell	10,535 -7,440	-41%	-$159K	0.01%	819
2017 Q4	$423K	Buy	+17,975	New	+$396K	0.01%	640

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

VNIM

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

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

Curi RMB Capital's WBT Position: Q4 2020 in Review

Curi RMB Capital sold out of Welbilt, Inc. (WBT) in Q4 2020, closing a stake of 10,725 shares — an estimated $66K sold.

Curi RMB Capital first reported a position in WBT in Q4 2017 and held it in 12 quarters. The position peaked at $423K in Q4 2017. 191 funds tracked by Wall St. Rank hold WBT as of Q4 2020.

Curi RMB Capital reported no remaining Welbilt, Inc. position as of Q4 2020 after selling out during the quarter.
Curi RMB Capital sold 10,725 Welbilt, Inc. shares in Q4 2020, an estimated $66K.
Curi RMB Capital first reported a position in Welbilt, Inc. in Q4 2017 and held it in 12 quarters.
Curi RMB Capital's Welbilt, Inc. position peaked at $423K in Q4 2017.
191 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2020.

Based on Curi RMB Capital's 13F filing for Q4 2020, filed 11 Feb 2021.