Glenmede Trust’s Welbilt, Inc. WBT Stock Holding History

Glenmede Trust’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	–	Sell	-927	Closed	-$5K	–	2638
2020 Q2	$5K	Sell	927 -7,419	-89%	-$40.1K	﹤0.01%	2104
2020 Q1	$130K	Hold	8,346	–	–	﹤0.01%	1334
2019 Q4	$130K	Sell	8,346 -19,255	-70%	-$330K	﹤0.01%	1334
2019 Q3	$465	Buy	27,601 +420	+2%	+$6.82K	﹤0.01%	915
2019 Q2	$453	Buy	27,181 +13,526	+99%	+$221K	﹤0.01%	928
2019 Q1	$223	Buy	13,655 +9,920	+266%	+$145K	﹤0.01%	1145
2018 Q4	$41	Sell	3,735 -9,330	-71%	-$144K	﹤0.01%	1682
2018 Q3	$272K	Buy	13,065 +4,695	+56%	+$103K	﹤0.01%	1044
2018 Q2	$186K	Buy	+8,370	New	+$167K	﹤0.01%	1089
2017 Q3	–	Sell	-303	Closed	-$5K	–	2878
2017 Q2	$5K	Hold	303	–	–	﹤0.01%	2304
2017 Q1	$5K	Hold	303	–	–	﹤0.01%	2304
2016 Q4	$5K	Buy	+303	New	+$5.17K	﹤0.01%	2247

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

Glenmede Trust's WBT Position: Q3 2020 in Review

Glenmede Trust sold out of Welbilt, Inc. (WBT) in Q3 2020, closing a stake of 927 shares — an estimated $5K sold.

Glenmede Trust first reported a position in WBT in Q4 2016 and held it in 12 quarters. The position peaked at $272K in Q3 2018. 197 funds tracked by Wall St. Rank hold WBT as of Q3 2020.

Glenmede Trust reported no remaining Welbilt, Inc. position as of Q3 2020 after selling out during the quarter.
Glenmede Trust sold 927 Welbilt, Inc. shares in Q3 2020, an estimated $5K.
Glenmede Trust first reported a position in Welbilt, Inc. in Q4 2016 and held it in 12 quarters.
Glenmede Trust's Welbilt, Inc. position peaked at $272K in Q3 2018.
197 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2020.

Based on Glenmede Trust's 13F filing for Q3 2020, filed 16 Nov 2020.