Loomis, Sayles & Company
WBT

Loomis, Sayles & Company’s Welbilt, Inc. WBT Stock Holding History

Loomis, Sayles & Company’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
2018
Q1 		– Sell
-707,119
Closed -$16.6M – 942
2017
Q4 		$16.6M Buy
707,119
+260,344
+58% +$5.74M 0.03% 318
2017
Q3 		$10.3M Buy
446,775
+293,737
+192% +$5.94M 0.02% 421
2017
Q2 		$2.88M Buy
+153,038
New +$2.99M 0.01% 538

Other funds holding WBT

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loomis, Sayles & Company's WBT Position: Q1 2018 in Review

Loomis, Sayles & Company sold out of Welbilt, Inc. (WBT) in Q1 2018, closing a stake of 707,119 shares — an estimated $16.6M sold.

Loomis, Sayles & Company first reported a position in WBT in Q2 2017 and held it in 3 quarters. The position peaked at $16.6M in Q4 2017. 230 funds tracked by Wall St. Rank hold WBT as of Q1 2018.

  • Loomis, Sayles & Company reported no remaining Welbilt, Inc. position as of Q1 2018 after selling out during the quarter.
  • Loomis, Sayles & Company sold 707,119 Welbilt, Inc. shares in Q1 2018, an estimated $16.6M.
  • Loomis, Sayles & Company first reported a position in Welbilt, Inc. in Q2 2017 and held it in 3 quarters.
  • Loomis, Sayles & Company's Welbilt, Inc. position peaked at $16.6M in Q4 2017.
  • 230 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2018.

Based on Loomis, Sayles & Company's 13F filing for Q1 2018, filed 11 May 2018.