ORI
WBT

Oak Ridge Investments’s Welbilt, Inc. WBT Stock Holding History

Oak Ridge 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
Q2 		– Sell
-380,239
Closed -$1.95M – 188
2020
Q1 		$1.95M Sell
380,239
-56,132
-13% -$675K 0.2% 107
2019
Q4 		$6.81M Sell
436,371
-55,170
-11% -$944K 0.5% 76
2019
Q3 		$8.29M Sell
491,541
-24,007
-5% -$390K 0.62% 68
2019
Q2 		$8.61M Sell
515,548
-23,532
-4% -$385K 0.6% 72
2019
Q1 		$8.83M Buy
539,080
+26,760
+5% +$390K 0.56% 75
2018
Q4 		$5.69M Sell
512,320
-109,898
-18% -$1.7M 0.41% 92
2018
Q3 		$13M Sell
622,218
-58,071
-9% -$1.28M 0.72% 55
2018
Q2 		$15.2M Sell
680,289
-59,363
-8% -$1.19M 0.86% 44
2018
Q1 		$14.4M Sell
739,652
-258,359
-26% -$5.52M 0.8% 46
2017
Q4 		$23.5M Sell
998,011
-380,723
-28% -$8.4M 1.12% 31
2017
Q3 		$31.8M Sell
1,378,734
-754,010
-35% -$15.3M 1.29% 26
2017
Q2 		$40.2M Buy
2,132,744
+24,352
+1% +$476K 1.28% 30
2017
Q1 		$41.4M Buy
2,108,392
+177,180
+9% +$3.39M 1.39% 26
2016
Q4 		$37.3M Buy
1,931,212
+133,684
+7% +$2.28M 1.21% 36
2016
Q3 		$29.2M Buy
+1,797,528
New +$30.7M 0.76% 48

Other funds holding WBT

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Oak Ridge Investments's WBT Position: Q2 2020 in Review

Oak Ridge Investments sold out of Welbilt, Inc. (WBT) in Q2 2020, closing a stake of 380,239 shares — an estimated $1.95M sold.

Oak Ridge Investments first reported a position in WBT in Q3 2016 and held it in 15 quarters. The position peaked at $41.4M in Q1 2017. 187 funds tracked by Wall St. Rank hold WBT as of Q2 2020.

  • Oak Ridge Investments reported no remaining Welbilt, Inc. position as of Q2 2020 after selling out during the quarter.
  • Oak Ridge Investments sold 380,239 Welbilt, Inc. shares in Q2 2020, an estimated $1.95M.
  • Oak Ridge Investments first reported a position in Welbilt, Inc. in Q3 2016 and held it in 15 quarters.
  • Oak Ridge Investments's Welbilt, Inc. position peaked at $41.4M in Q1 2017.
  • 187 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2020.

Based on Oak Ridge Investments's 13F filing for Q2 2020, filed 5 Aug 2020.