Old North State Trust’s Welbilt, Inc. WBT Stock Holding History

Old North State Trust’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	-332	Closed	-$2K	–	490
2020 Q3	$2K	Buy	+332	New	+$2.24K	﹤0.01%	345

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

Old North State Trust's WBT Position: Q4 2020 in Review

Old North State Trust sold out of Welbilt, Inc. (WBT) in Q4 2020, closing a stake of 332 shares — an estimated $2K sold.

Old North State Trust first reported a position in WBT in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 191 funds tracked by Wall St. Rank hold WBT as of Q4 2020.

Old North State Trust reported no remaining Welbilt, Inc. position as of Q4 2020 after selling out during the quarter.
Old North State Trust sold 332 Welbilt, Inc. shares in Q4 2020, an estimated $2K.
Old North State Trust first reported a position in Welbilt, Inc. in Q3 2020 and held it in 1 quarter.
Old North State Trust's Welbilt, Inc. position peaked at $2K in Q3 2020.
191 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2020.

Based on Old North State Trust's 13F filing for Q4 2020, filed 8 Feb 2021.