DS
WBT

Dudley & Shanley’s Welbilt, Inc. WBT Stock Holding History

Dudley & Shanley’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
Q4 		– Sell
-1,479,573
Closed -$24.9M – 25
2019
Q3 		$24.9M Buy
1,479,573
+920
+0.1% +$14.9K 6.16% 8
2019
Q2 		$24.7M Sell
1,478,653
-2,599
-0.2% -$42.5K 5.96% 8
2019
Q1 		$24.3M Sell
1,481,252
-1,015,168
-41% -$14.8M 6.28% 10
2018
Q4 		$27.7M Buy
2,496,420
+1,217,045
+95% +$18.8M 6.94% 5
2018
Q3 		$26.7M Buy
1,279,375
+23,000
+2% +$507K 5.05% 10
2018
Q2 		$28M Buy
1,256,375
+4,350
+0.3% +$86.9K 5.43% 8
2018
Q1 		$24.4M Buy
1,252,025
+618,350
+98% +$13.2M 4.66% 13
2017
Q4 		$14.9M Sell
633,675
-1,925
-0.3% -$42.5K 3.35% 17
2017
Q3 		$14.7M Buy
+635,600
New +$12.9M 3.23% 17

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dudley & Shanley's WBT Position: Q4 2019 in Review

Dudley & Shanley sold out of Welbilt, Inc. (WBT) in Q4 2019, closing a stake of 1,479,573 shares — an estimated $24.9M sold.

Dudley & Shanley first reported a position in WBT in Q3 2017 and held it in 9 quarters. The position peaked at $28M in Q2 2018. 224 funds tracked by Wall St. Rank hold WBT as of Q4 2019.

  • Dudley & Shanley reported no remaining Welbilt, Inc. position as of Q4 2019 after selling out during the quarter.
  • Dudley & Shanley sold 1,479,573 Welbilt, Inc. shares in Q4 2019, an estimated $24.9M.
  • Dudley & Shanley first reported a position in Welbilt, Inc. in Q3 2017 and held it in 9 quarters.
  • Dudley & Shanley's Welbilt, Inc. position peaked at $28M in Q2 2018.
  • 224 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2019.

Based on Dudley & Shanley's 13F filing for Q4 2019, filed 17 Jan 2020.