Harbor Investment Advisory’s Welbilt, Inc. WBT Stock Holding History

Harbor Investment Advisory’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
2021 Q2	–	Sell	-131	Closed	-$2K	–	1323
2021 Q1	$2K	Buy	+131	New	+$1.97K	﹤0.01%	1197
2020 Q1	–	Sell	-3	Closed	–	–	1238
2019 Q4	$0	Buy	+3	New	+$51	﹤0.01%	1020

Other funds holding WBT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Harbor Investment Advisory's WBT Position: Q2 2021 in Review

Harbor Investment Advisory sold out of Welbilt, Inc. (WBT) in Q2 2021, closing a stake of 131 shares — an estimated $2K sold.

Harbor Investment Advisory first reported a position in WBT in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 233 funds tracked by Wall St. Rank hold WBT as of Q2 2021.

Harbor Investment Advisory reported no remaining Welbilt, Inc. position as of Q2 2021 after selling out during the quarter.
Harbor Investment Advisory sold 131 Welbilt, Inc. shares in Q2 2021, an estimated $2K.
Harbor Investment Advisory first reported a position in Welbilt, Inc. in Q4 2019 and held it in 2 quarters.
Harbor Investment Advisory's Welbilt, Inc. position peaked at $2K in Q1 2021.
233 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2021.

Based on Harbor Investment Advisory's 13F filing for Q2 2021, filed 27 Jul 2021.