FRM
WBT

Fox Run Management’s Welbilt, Inc. WBT Stock Holding History

Fox Run 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
Q4 		– Sell
-11,465
Closed -$71K – 309
2020
Q3 		$71K Buy
+11,465
New +$77.2K 0.18% 153
2019
Q1 		– Sell
-19,282
Closed -$214K – 754
2018
Q4 		$214K Buy
+19,282
New +$298K 0.11% 387

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fox Run Management's WBT Position: Q4 2020 in Review

Fox Run Management sold out of Welbilt, Inc. (WBT) in Q4 2020, closing a stake of 11,465 shares — an estimated $71K sold.

Fox Run Management first reported a position in WBT in Q4 2018 and held it in 2 quarters. The position peaked at $214K in Q4 2018. 191 funds tracked by Wall St. Rank hold WBT as of Q4 2020.

  • Fox Run Management reported no remaining Welbilt, Inc. position as of Q4 2020 after selling out during the quarter.
  • Fox Run Management sold 11,465 Welbilt, Inc. shares in Q4 2020, an estimated $71K.
  • Fox Run Management first reported a position in Welbilt, Inc. in Q4 2018 and held it in 2 quarters.
  • Fox Run Management's Welbilt, Inc. position peaked at $214K in Q4 2018.
  • 191 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2020.

Based on Fox Run Management's 13F filing for Q4 2020, filed 8 Feb 2021.