ETrade Capital Management’s Welbilt, Inc. WBT Stock Holding History

ETrade Capital 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 Q3	$477K	Buy	77,474 +34,138	+79%	+$230K	0.01%	572
2020 Q2	$264K	Sell	43,336 -1,621	-4%	-$8.77K	0.01%	700
2020 Q1	$231K	Sell	44,957 -6,610	-13%	-$79.5K	0.01%	653
2019 Q4	$805K	Sell	51,567 -1,088	-2%	-$18.6K	0.02%	412
2019 Q3	$888K	Buy	52,655 +653	+1%	+$10.6K	0.02%	382
2019 Q2	$868K	Buy	52,002 +19,817	+62%	+$324K	0.02%	382
2019 Q1	$527K	Buy	+32,185	New	+$470K	0.02%	519

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

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

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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GCM

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

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

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

ETrade Capital Management's WBT Position: Q3 2020 in Review

ETrade Capital Management increased its Welbilt, Inc. (WBT) stake by 79% in Q3 2020, buying an estimated $230K and bringing the position to 77,474 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #572.

ETrade Capital Management first reported a position in WBT in Q1 2019 and has held it in 7 quarters since. The position peaked at $888K in Q3 2019. 197 funds tracked by Wall St. Rank hold WBT as of Q3 2020.

ETrade Capital Management held 77,474 shares of Welbilt, Inc. worth $477K as of Q3 2020.
ETrade Capital Management bought 34,138 Welbilt, Inc. shares in Q3 2020, an estimated $230K.
Welbilt, Inc. made up 0.01% of ETrade Capital Management's portfolio in Q3 2020, its #572 holding.
ETrade Capital Management first reported a position in Welbilt, Inc. in Q1 2019 and has held it in 7 quarters since.
ETrade Capital Management's Welbilt, Inc. position peaked at $888K in Q3 2019.
197 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.