Nicolet Advisory Services’s Welbilt, Inc. WBT Stock Holding History

Nicolet Advisory Services’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 Q4	–	Sell	-21,052	Closed	-$130K	–	193
2020 Q3	$130K	Sell	21,052 -2,461	-10%	-$16.6K	0.02%	164
2020 Q2	$143K	Hold	23,513	–	–	0.02%	200
2020 Q1	$121K	Hold	23,513	–	–	0.02%	191
2019 Q4	$367K	Hold	23,513	–	–	0.06%	119
2019 Q3	$396K	Hold	23,513	–	–	0.06%	109
2019 Q2	$393K	Hold	23,513	–	–	0.06%	103
2019 Q1	$385K	Buy	+23,513	New	+$343K	0.07%	99

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

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

GCM

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Nicolet Advisory Services's WBT Position: Q4 2020 in Review

Nicolet Advisory Services sold out of Welbilt, Inc. (WBT) in Q4 2020, closing a stake of 21,052 shares — an estimated $130K sold.

Nicolet Advisory Services first reported a position in WBT in Q1 2019 and held it in 7 quarters. The position peaked at $396K in Q3 2019. 191 funds tracked by Wall St. Rank hold WBT as of Q4 2020.

Nicolet Advisory Services reported no remaining Welbilt, Inc. position as of Q4 2020 after selling out during the quarter.
Nicolet Advisory Services sold 21,052 Welbilt, Inc. shares in Q4 2020, an estimated $130K.
Nicolet Advisory Services first reported a position in Welbilt, Inc. in Q1 2019 and held it in 7 quarters.
Nicolet Advisory Services's Welbilt, Inc. position peaked at $396K in Q3 2019.
191 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2020.

Based on Nicolet Advisory Services's 13F filing for Q4 2020, filed 9 Feb 2021.