MWNA
WBT

Marshall Wace North America’s Welbilt, Inc. WBT Stock Holding History

Marshall Wace North America’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
Q3 		– Sell
-107,972
Closed -$2.5M – 1828
2021
Q2 		$2.5M Buy
+107,972
New +$2.29M 0.01% 740
2020
Q4 		– Sell
-131,839
Closed -$812K – 1688
2020
Q3 		$812K Sell
131,839
-233,884
-64% -$1.58M 0.01% 853
2020
Q2 		$2.23M Sell
365,723
-130,858
-26% -$708K 0.01% 568
2020
Q1 		$2.55M Buy
+496,581
New +$5.97M 0.02% 441
2019
Q2 		– Sell
-51,792
Closed -$848K – 1767
2019
Q1 		$848K Buy
51,792
+31,388
+154% +$458K 0.01% 700
2018
Q4 		$227K Sell
20,404
-67,198
-77% -$1.04M ﹤0.01% 934
2018
Q3 		$1.83M Buy
+87,602
New +$1.93M 0.01% 504

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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace North America's WBT Position: Q3 2021 in Review

Marshall Wace North America sold out of Welbilt, Inc. (WBT) in Q3 2021, closing a stake of 107,972 shares — an estimated $2.5M sold.

Marshall Wace North America first reported a position in WBT in Q3 2018 and held it in 7 quarters. The position peaked at $2.55M in Q1 2020. 212 funds tracked by Wall St. Rank hold WBT as of Q3 2021.

  • Marshall Wace North America reported no remaining Welbilt, Inc. position as of Q3 2021 after selling out during the quarter.
  • Marshall Wace North America sold 107,972 Welbilt, Inc. shares in Q3 2021, an estimated $2.5M.
  • Marshall Wace North America first reported a position in Welbilt, Inc. in Q3 2018 and held it in 7 quarters.
  • Marshall Wace North America's Welbilt, Inc. position peaked at $2.55M in Q1 2020.
  • 212 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.