JCA
WBT

Jade Capital Advisors’s Welbilt, Inc. WBT Stock Holding History

Jade Capital 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
Q2 		– Sell
-476,822
Closed -$7.75M – 97
2021
Q1 		$7.75M Buy
476,822
+175,000
+58% +$2.63M 3.09% 11
2020
Q4 		$3.98M Buy
+301,822
New +$2.71M 2.94% 9

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
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

Jade Capital Advisors's WBT Position: Q2 2021 in Review

Jade Capital Advisors sold out of Welbilt, Inc. (WBT) in Q2 2021, closing a stake of 476,822 shares — an estimated $7.75M sold.

Jade Capital Advisors first reported a position in WBT in Q4 2020 and held it in 2 quarters. The position peaked at $7.75M in Q1 2021. 233 funds tracked by Wall St. Rank hold WBT as of Q2 2021.

  • Jade Capital Advisors reported no remaining Welbilt, Inc. position as of Q2 2021 after selling out during the quarter.
  • Jade Capital Advisors sold 476,822 Welbilt, Inc. shares in Q2 2021, an estimated $7.75M.
  • Jade Capital Advisors first reported a position in Welbilt, Inc. in Q4 2020 and held it in 2 quarters.
  • Jade Capital Advisors's Welbilt, Inc. position peaked at $7.75M in Q1 2021.
  • 233 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2021.

Based on Jade Capital Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.