EP
WBT

Edgestream Partners’s Welbilt, Inc. WBT Stock Holding History

Edgestream Partners’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
2022
Q1 		– Sell
-13,731
Closed -$326K – 668
2021
Q4 		$326K Sell
13,731
-113,368
-89% -$2.68M 0.02% 428
2021
Q3 		$2.95M Sell
127,099
-237,708
-65% -$5.59M 0.18% 188
2021
Q2 		$8.45M Sell
364,807
-28,305
-7% -$601K 0.5% 58
2021
Q1 		$6.39M Buy
393,112
+368,663
+1,508% +$5.55M 0.36% 105
2020
Q4 		$323K Buy
+24,449
New +$220K 0.02% 338
2018
Q3 		– Sell
-15,101
Closed -$337K – 351
2018
Q2 		$337K Buy
+15,101
New +$302K 0.07% 220

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Edgestream Partners's WBT Position: Q1 2022 in Review

Edgestream Partners sold out of Welbilt, Inc. (WBT) in Q1 2022, closing a stake of 13,731 shares — an estimated $326K sold.

Edgestream Partners first reported a position in WBT in Q2 2018 and held it in 6 quarters. The position peaked at $8.45M in Q2 2021. 190 funds tracked by Wall St. Rank hold WBT as of Q1 2022.

  • Edgestream Partners reported no remaining Welbilt, Inc. position as of Q1 2022 after selling out during the quarter.
  • Edgestream Partners sold 13,731 Welbilt, Inc. shares in Q1 2022, an estimated $326K.
  • Edgestream Partners first reported a position in Welbilt, Inc. in Q2 2018 and held it in 6 quarters.
  • Edgestream Partners's Welbilt, Inc. position peaked at $8.45M in Q2 2021.
  • 190 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2022.

Based on Edgestream Partners's 13F filing for Q1 2022, filed 13 May 2022.