Holocene Advisors’s Welbilt, Inc. WBT Stock Holding History

Holocene Advisors’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 Q1	–	Sell	-61,413	Closed	-$811K	–	990
2020 Q4	$811K	Buy	+61,413	New	+$551K	0.01%	579
2020 Q2	–	Sell	-95,968	Closed	-$492K	–	829
2020 Q1	$492K	Sell	95,968 -61,559	-39%	-$741K	0.01%	549
2019 Q4	$2.46M	Buy	157,527 +48,515	+45%	+$830K	0.02%	342
2019 Q3	$1.84M	Buy	109,012 +83,078	+320%	+$1.35M	0.02%	327
2019 Q2	$433K	Sell	25,934 -526	-2%	-$8.6K	0.01%	497
2019 Q1	$433K	Sell	26,460 -64,166	-71%	-$936K	0.01%	438
2018 Q4	$1.01M	Buy	90,626 +66,085	+269%	+$1.02M	0.02%	264
2018 Q3	$512K	Buy	+24,541	New	+$541K	0.01%	537

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PAMU

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

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Holocene Advisors's WBT Position: Q1 2021 in Review

Holocene Advisors sold out of Welbilt, Inc. (WBT) in Q1 2021, closing a stake of 61,413 shares — an estimated $811K sold.

Holocene Advisors first reported a position in WBT in Q3 2018 and held it in 8 quarters. The position peaked at $2.46M in Q4 2019. 200 funds tracked by Wall St. Rank hold WBT as of Q1 2021.

Holocene Advisors reported no remaining Welbilt, Inc. position as of Q1 2021 after selling out during the quarter.
Holocene Advisors sold 61,413 Welbilt, Inc. shares in Q1 2021, an estimated $811K.
Holocene Advisors first reported a position in Welbilt, Inc. in Q3 2018 and held it in 8 quarters.
Holocene Advisors's Welbilt, Inc. position peaked at $2.46M in Q4 2019.
200 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2021.

Based on Holocene Advisors's 13F filing for Q1 2021, filed 17 May 2021.