OAM
WBT

Oppenheimer Asset Management’s Welbilt, Inc. WBT Stock Holding History

Oppenheimer Asset Management’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
2022
Q1 		– Sell
-107,769
Closed -$2.56M – 1271
2021
Q4 		$2.56M Buy
107,769
+16,311
+18% +$386K 0.03% 475
2021
Q3 		$2.13M Buy
91,458
+842
+0.9% +$19.8K 0.03% 519
2021
Q2 		$2.1M Buy
90,616
+8,457
+10% +$179K 0.03% 518
2021
Q1 		$1.33M Buy
82,159
+5,206
+7% +$78.3K 0.02% 640
2020
Q4 		$1.02M Sell
76,953
-603
-0.8% -$5.41K 0.02% 676
2020
Q3 		$478K Buy
+77,556
New +$523K 0.01% 823
2020
Q2 		– Sell
-48,172
Closed -$247K – 1491
2020
Q1 		$247K Sell
48,172
-1,798
-4% -$21.6K 0.01% 924
2019
Q4 		$780K Sell
49,970
-7,889
-14% -$135K 0.02% 694
2019
Q3 		$975K Buy
57,859
+1,589
+3% +$25.8K 0.02% 613
2019
Q2 		$940K Sell
56,270
-4,405
-7% -$72K 0.02% 638
2019
Q1 		$994K Buy
60,675
+8,804
+17% +$128K 0.02% 613
2018
Q4 		$577K Sell
51,871
-7,948
-13% -$123K 0.01% 717
2018
Q3 		$1.25M Sell
59,819
-2,212
-4% -$48.7K 0.03% 553
2018
Q2 		$1.38M Buy
62,031
+2,363
+4% +$47.2K 0.03% 510
2018
Q1 		$1.16M Buy
+59,668
New +$1.27M 0.03% 562
2017
Q4 		– Sell
-2,031
Closed -$47K – 1554
2017
Q3 		$47K Buy
2,031
+200
+11% +$4.04K ﹤0.01% 1387
2017
Q2 		$35K Buy
1,831
+1,304
+247% +$25.5K ﹤0.01% 1419
2017
Q1 		$10K Buy
+527
New +$10.1K ﹤0.01% 1535

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Oppenheimer Asset Management's WBT Position: Q1 2022 in Review

Oppenheimer Asset Management sold out of Welbilt, Inc. (WBT) in Q1 2022, closing a stake of 107,769 shares — an estimated $2.56M sold.

Oppenheimer Asset Management first reported a position in WBT in Q1 2017 and held it in 18 quarters. The position peaked at $2.56M in Q4 2021. 190 funds tracked by Wall St. Rank hold WBT as of Q1 2022.

  • Oppenheimer Asset Management reported no remaining Welbilt, Inc. position as of Q1 2022 after selling out during the quarter.
  • Oppenheimer Asset Management sold 107,769 Welbilt, Inc. shares in Q1 2022, an estimated $2.56M.
  • Oppenheimer Asset Management first reported a position in Welbilt, Inc. in Q1 2017 and held it in 18 quarters.
  • Oppenheimer Asset Management's Welbilt, Inc. position peaked at $2.56M in Q4 2021.
  • 190 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2022.

Based on Oppenheimer Asset Management's 13F filing for Q1 2022, filed 12 May 2022.