Northwest & Ethical Investments’s Welbilt, Inc. WBT Stock Holding History

Northwest & Ethical Investments’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	-200,330	Closed	-$1.23M	–	421
2020 Q3	$1.23M	Sell	200,330 -122,807	-38%	-$827K	0.05%	287
2020 Q2	$1.97M	Sell	323,137 -30,428	-9%	-$165K	0.09%	239
2020 Q1	$1.81M	Buy	353,565 +47,020	+15%	+$566K	0.11%	224
2019 Q4	$4.78M	Hold	306,545	–	–	0.22%	138
2019 Q3	$5.17M	Buy	306,545 +74,465	+32%	+$1.21M	0.25%	124
2019 Q2	$3.88M	Hold	232,080	–	–	0.19%	153
2019 Q1	$3.8M	Buy	232,080 +46,834	+25%	+$683K	0.2%	158
2018 Q4	$2.06M	Buy	185,246 +73,739	+66%	+$1.14M	0.12%	224
2018 Q3	$2.33M	Buy	+111,507	New	+$2.46M	0.15%	207

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

Northwest & Ethical Investments's WBT Position: Q4 2020 in Review

Northwest & Ethical Investments sold out of Welbilt, Inc. (WBT) in Q4 2020, closing a stake of 200,330 shares — an estimated $1.23M sold.

Northwest & Ethical Investments first reported a position in WBT in Q3 2018 and held it in 9 quarters. The position peaked at $5.17M in Q3 2019. 191 funds tracked by Wall St. Rank hold WBT as of Q4 2020.

Northwest & Ethical Investments reported no remaining Welbilt, Inc. position as of Q4 2020 after selling out during the quarter.
Northwest & Ethical Investments sold 200,330 Welbilt, Inc. shares in Q4 2020, an estimated $1.23M.
Northwest & Ethical Investments first reported a position in Welbilt, Inc. in Q3 2018 and held it in 9 quarters.
Northwest & Ethical Investments's Welbilt, Inc. position peaked at $5.17M in Q3 2019.
191 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2020.

Based on Northwest & Ethical Investments's 13F filing for Q4 2020, filed 8 Jul 2025.