EAM
WBT

Eagle Asset Management’s Welbilt, Inc. WBT Stock Holding History

Eagle Asset Management’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
Q1 		– Sell
-524,384
Closed -$8.19M – 677
2019
Q4 		$8.19M Buy
524,384
+11,807
+2% +$202K 0.04% 340
2019
Q3 		$8.64M Buy
512,577
+7,568
+1% +$123K 0.04% 329
2019
Q2 		$8.43M Buy
505,009
+36,668
+8% +$600K 0.04% 335
2019
Q1 		$7.67M Sell
468,341
-780,557
-62% -$11.4M 0.04% 342
2018
Q4 		$13.9M Sell
1,248,898
-14,139
-1% -$218K 0.09% 247
2018
Q3 		$26.4M Sell
1,263,037
-185,801
-13% -$4.09M 0.13% 229
2018
Q2 		$32.3M Sell
1,448,838
-113,825
-7% -$2.27M 0.17% 197
2018
Q1 		$30.4M Buy
1,562,663
+186,225
+14% +$3.98M 0.17% 196
2017
Q4 		$32.4M Sell
1,376,438
-216,734
-14% -$4.78M 0.18% 195
2017
Q3 		$36.6M Buy
1,593,172
+123,729
+8% +$2.5M 0.21% 163
2017
Q2 		$27.7M Buy
1,469,443
+349,792
+31% +$6.84M 0.17% 202
2017
Q1 		$22M Buy
1,119,651
+504,344
+82% +$9.66M 0.14% 218
2016
Q4 		$11.9M Buy
+615,307
New +$10.5M 0.08% 305

Other funds holding WBT

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eagle Asset Management's WBT Position: Q1 2020 in Review

Eagle Asset Management sold out of Welbilt, Inc. (WBT) in Q1 2020, closing a stake of 524,384 shares — an estimated $8.19M sold.

Eagle Asset Management first reported a position in WBT in Q4 2016 and held it in 13 quarters. The position peaked at $36.6M in Q3 2017. 201 funds tracked by Wall St. Rank hold WBT as of Q1 2020.

  • Eagle Asset Management reported no remaining Welbilt, Inc. position as of Q1 2020 after selling out during the quarter.
  • Eagle Asset Management sold 524,384 Welbilt, Inc. shares in Q1 2020, an estimated $8.19M.
  • Eagle Asset Management first reported a position in Welbilt, Inc. in Q4 2016 and held it in 13 quarters.
  • Eagle Asset Management's Welbilt, Inc. position peaked at $36.6M in Q3 2017.
  • 201 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2020.

Based on Eagle Asset Management's 13F filing for Q1 2020, filed 11 May 2020.