EVM
WBT

Eaton Vance Management’s Welbilt, Inc. WBT Stock Holding History

Eaton Vance 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
2021
Q4 		– Sell
-45,741
Closed -$1.06M – 2909
2021
Q3 		$1.06M Sell
45,741
-12,000
-21% -$282K ﹤0.01% 1073
2021
Q2 		$1.34M Sell
57,741
-757
-1% -$16.1K ﹤0.01% 1107
2021
Q1 		$951K Buy
58,498
+757
+1% +$11.4K ﹤0.01% 1144
2020
Q4 		$762K Hold
57,741
– – ﹤0.01% 1144
2020
Q3 		$356K Sell
57,741
-993,717
-95% -$6.7M ﹤0.01% 1188
2020
Q2 		$6.4M Buy
1,051,458
+255,274
+32% +$1.38M 0.01% 546
2020
Q1 		$4.08M Buy
796,184
+177,002
+29% +$2.13M 0.01% 590
2019
Q4 		$9.66M Buy
619,182
+93,143
+18% +$1.59M 0.02% 461
2019
Q3 		$8.87M Buy
526,039
+121,740
+30% +$1.98M 0.02% 464
2019
Q2 		$6.75M Buy
404,299
+51,093
+14% +$835K 0.01% 519
2019
Q1 		$5.79M Buy
353,206
+271,315
+331% +$3.96M 0.01% 523
2018
Q4 		$910K Hold
81,891
– – ﹤0.01% 881
2018
Q3 		$1.71M Hold
81,891
– – ﹤0.01% 797
2018
Q2 		$1.83M Buy
81,891
+150
+0.2% +$3K ﹤0.01% 756
2018
Q1 		$1.59M Hold
81,741
– – ﹤0.01% 733
2017
Q4 		$1.92M Hold
81,741
– – ﹤0.01% 717
2017
Q3 		$1.88M Hold
81,741
– – ﹤0.01% 706
2017
Q2 		$1.54M Hold
81,741
– – ﹤0.01% 728
2017
Q1 		$1.6M Sell
81,741
-2,000
-2% -$38.3K ﹤0.01% 682
2016
Q4 		$1.62M Hold
83,741
– – ﹤0.01% 642
2016
Q3 		$1.36M Hold
83,741
– – ﹤0.01% 652
2016
Q2 		$1.48M Hold
83,741
– – ﹤0.01% 621
2016
Q1 		$1.23M Buy
+83,741
New +$1.22M ﹤0.01% 634

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 $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
VI
Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return

Eaton Vance Management's WBT Position: Q4 2021 in Review

Eaton Vance Management sold out of Welbilt, Inc. (WBT) in Q4 2021, closing a stake of 45,741 shares — an estimated $1.06M sold.

Eaton Vance Management first reported a position in WBT in Q1 2016 and held it in 23 quarters. The position peaked at $9.66M in Q4 2019. 204 funds tracked by Wall St. Rank hold WBT as of Q4 2021.

  • Eaton Vance Management reported no remaining Welbilt, Inc. position as of Q4 2021 after selling out during the quarter.
  • Eaton Vance Management sold 45,741 Welbilt, Inc. shares in Q4 2021, an estimated $1.06M.
  • Eaton Vance Management first reported a position in Welbilt, Inc. in Q1 2016 and held it in 23 quarters.
  • Eaton Vance Management's Welbilt, Inc. position peaked at $9.66M in Q4 2019.
  • 204 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2021.

Based on Eaton Vance Management's 13F filing for Q4 2021, filed 14 Feb 2022.