OSAM
WBT

O'Shaughnessy Asset Management’s Welbilt, Inc. WBT Stock Holding History

O'Shaughnessy 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
2021
Q4 		– Sell
-7,421
Closed -$173K – 2748
2021
Q3 		$173K Buy
7,421
+5,435
+274% +$128K ﹤0.01% 1107
2021
Q2 		$46K Buy
1,986
+1,946
+4,865% +$41.3K ﹤0.01% 1610
2021
Q1 		$1K Hold
40
– – ﹤0.01% 2337
2020
Q4 		$1K Hold
40
– – ﹤0.01% 2036
2020
Q3 		$0 Hold
40
– – ﹤0.01% 2056
2020
Q2 		$0 Buy
+40
New +$216 ﹤0.01% 1957
2020
Q1 		– Sell
-40
Closed -$1K – 1946
2019
Q4 		$1K Buy
+40
New +$685 ﹤0.01% 1795

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

O'Shaughnessy Asset Management's WBT Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Welbilt, Inc. (WBT) in Q4 2021, closing a stake of 7,421 shares — an estimated $173K sold.

O'Shaughnessy Asset Management first reported a position in WBT in Q4 2019 and held it in 7 quarters. The position peaked at $173K in Q3 2021. 204 funds tracked by Wall St. Rank hold WBT as of Q4 2021.

  • O'Shaughnessy Asset Management reported no remaining Welbilt, Inc. position as of Q4 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 7,421 Welbilt, Inc. shares in Q4 2021, an estimated $173K.
  • O'Shaughnessy Asset Management first reported a position in Welbilt, Inc. in Q4 2019 and held it in 7 quarters.
  • O'Shaughnessy Asset Management's Welbilt, Inc. position peaked at $173K in Q3 2021.
  • 204 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.