FP
WBT

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

Foundry 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
2020
Q1 		– Sell
-56,972
Closed -$889K – 428
2019
Q4 		$889K Sell
56,972
-1,396
-2% -$23.9K 0.03% 326
2019
Q3 		$984K Sell
58,368
-136
-0.2% -$2.21K 0.04% 316
2019
Q2 		$977K Sell
58,504
-181
-0.3% -$2.96K 0.04% 321
2019
Q1 		$961K Sell
58,685
-4,031
-6% -$58.8K 0.04% 319
2018
Q4 		$697K Sell
62,716
-105
-0.2% -$1.62K 0.03% 328
2018
Q3 		$1.31M Sell
62,821
-98
-0.2% -$2.16K 0.05% 313
2018
Q2 		$1.4M Sell
62,919
-4,095
-6% -$81.8K 0.06% 301
2018
Q1 		$1.3M Sell
67,014
-171
-0.3% -$3.65K 0.06% 314
2017
Q4 		$1.58M Buy
+67,185
New +$1.48M 0.07% 290

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

Foundry Partners's WBT Position: Q1 2020 in Review

Foundry Partners sold out of Welbilt, Inc. (WBT) in Q1 2020, closing a stake of 56,972 shares — an estimated $889K sold.

Foundry Partners first reported a position in WBT in Q4 2017 and held it in 9 quarters. The position peaked at $1.58M in Q4 2017. 201 funds tracked by Wall St. Rank hold WBT as of Q1 2020.

  • Foundry Partners reported no remaining Welbilt, Inc. position as of Q1 2020 after selling out during the quarter.
  • Foundry Partners sold 56,972 Welbilt, Inc. shares in Q1 2020, an estimated $889K.
  • Foundry Partners first reported a position in Welbilt, Inc. in Q4 2017 and held it in 9 quarters.
  • Foundry Partners's Welbilt, Inc. position peaked at $1.58M in Q4 2017.
  • 201 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2020.

Based on Foundry Partners's 13F filing for Q1 2020, filed 8 May 2020.