Jefferies Group’s Welbilt, Inc. WBT Stock Holding History

Jefferies Group’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 Q1	–	Sell	-265,200	Closed	-$4.14M	–	2825
2019 Q4	$4.14M	Buy	265,200 +85,200	+47%	+$1.46M	0.03%	617
2019 Q3	$3.04M	Sell	180,000 -60,300	-25%	-$979K	0.02%	799
2019 Q2	$4.01M	Sell	240,300 -256,000	-52%	-$4.19M	0.03%	575
2019 Q1	$8.13M	Buy	+496,300	New	+$7.24M	0.07%	272

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Jefferies Group's WBT Position: Q1 2020 in Review

Jefferies Group sold out of Welbilt, Inc. (WBT) in Q1 2020, closing a stake of 5,000 shares — an estimated $78K sold.

Jefferies Group first reported a position in WBT in Q1 2016 and held it in 10 quarters. The position peaked at $1.76M in Q1 2019. 201 funds tracked by Wall St. Rank hold WBT as of Q1 2020.

Jefferies Group reported no remaining Welbilt, Inc. position as of Q1 2020 after selling out during the quarter.
Jefferies Group sold 5,000 Welbilt, Inc. shares in Q1 2020, an estimated $78K.
Jefferies Group first reported a position in Welbilt, Inc. in Q1 2016 and held it in 10 quarters.
Jefferies Group's Welbilt, Inc. position peaked at $1.76M in Q1 2019.
201 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.