II
WBT

Inspire Investing’s Welbilt, Inc. WBT Stock Holding History

Inspire Investing’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
-29,592
Closed -$182K – 690
2020
Q3 		$182K Buy
+29,592
New +$199K 0.05% 377
2020
Q1 		– Sell
-11,025
Closed -$172K – 821
2019
Q4 		$172K Buy
11,025
+20
+0.2% +$342 0.06% 336
2019
Q3 		$186K Buy
11,005
+475
+5% +$7.71K 0.07% 317
2019
Q2 		$176K Buy
+10,530
New +$172K 0.07% 281
2018
Q1 		– Sell
-2,463
Closed -$58K – 787
2017
Q4 		$58K Buy
+2,463
New +$54.3K 0.05% 431

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

Inspire Investing's WBT Position: Q4 2020 in Review

Inspire Investing sold out of Welbilt, Inc. (WBT) in Q4 2020, closing a stake of 29,592 shares — an estimated $182K sold.

Inspire Investing first reported a position in WBT in Q4 2017 and held it in 5 quarters. The position peaked at $186K in Q3 2019. 191 funds tracked by Wall St. Rank hold WBT as of Q4 2020.

  • Inspire Investing reported no remaining Welbilt, Inc. position as of Q4 2020 after selling out during the quarter.
  • Inspire Investing sold 29,592 Welbilt, Inc. shares in Q4 2020, an estimated $182K.
  • Inspire Investing first reported a position in Welbilt, Inc. in Q4 2017 and held it in 5 quarters.
  • Inspire Investing's Welbilt, Inc. position peaked at $186K in Q3 2019.
  • 191 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2020.

Based on Inspire Investing's 13F filing for Q4 2020, filed 12 Feb 2021.