Jacobs Levy Equity Management
WBT

Jacobs Levy Equity Management’s Welbilt, Inc. WBT Stock Holding History

Jacobs Levy Equity 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
Q2 		– Sell
-320,744
Closed -$1.65M – 1186
2020
Q1 		$1.65M Buy
+320,744
New +$3.86M 0.02% 526

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JP Morgan Chase
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

Jacobs Levy Equity Management's WBT Position: Q2 2020 in Review

Jacobs Levy Equity Management sold out of Welbilt, Inc. (WBT) in Q2 2020, closing a stake of 320,744 shares — an estimated $1.65M sold.

Jacobs Levy Equity Management first reported a position in WBT in Q1 2020 and held it in 1 quarter. The position peaked at $1.65M in Q1 2020. 187 funds tracked by Wall St. Rank hold WBT as of Q2 2020.

  • Jacobs Levy Equity Management reported no remaining Welbilt, Inc. position as of Q2 2020 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 320,744 Welbilt, Inc. shares in Q2 2020, an estimated $1.65M.
  • Jacobs Levy Equity Management first reported a position in Welbilt, Inc. in Q1 2020 and held it in 1 quarter.
  • Jacobs Levy Equity Management's Welbilt, Inc. position peaked at $1.65M in Q1 2020.
  • 187 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2020.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2020, filed 17 Aug 2020.