Moody Aldrich Partners’s Welbilt, Inc. WBT Stock Holding History

Moody Aldrich Partners’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
2019 Q4	–	Sell	-239,413	Closed	-$4.04M	–	166
2019 Q3	$4.04M	Sell	239,413 -2,907	-1%	-$47.2K	1.07%	37
2019 Q2	$4.05M	Buy	242,320 +91,240	+60%	+$1.49M	1.03%	39
2019 Q1	$2.48M	Buy	151,080 +23,609	+19%	+$344K	0.69%	63
2018 Q4	$1.42M	Sell	127,471 -120,432	-49%	-$1.86M	0.46%	80
2018 Q3	$5.18M	Buy	247,903 +37,679	+18%	+$830K	1.49%	25
2018 Q2	$4.69M	Buy	+210,224	New	+$4.2M	1.67%	15

Other funds holding WBT

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

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

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

Moody Aldrich Partners's WBT Position: Q4 2019 in Review

Moody Aldrich Partners sold out of Welbilt, Inc. (WBT) in Q4 2019, closing a stake of 239,413 shares — an estimated $4.04M sold.

Moody Aldrich Partners first reported a position in WBT in Q2 2018 and held it in 6 quarters. The position peaked at $5.18M in Q3 2018. 224 funds tracked by Wall St. Rank hold WBT as of Q4 2019.

Moody Aldrich Partners reported no remaining Welbilt, Inc. position as of Q4 2019 after selling out during the quarter.
Moody Aldrich Partners sold 239,413 Welbilt, Inc. shares in Q4 2019, an estimated $4.04M.
Moody Aldrich Partners first reported a position in Welbilt, Inc. in Q2 2018 and held it in 6 quarters.
Moody Aldrich Partners's Welbilt, Inc. position peaked at $5.18M in Q3 2018.
224 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2019.

Based on Moody Aldrich Partners's 13F filing for Q4 2019, filed 7 Feb 2020.