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

Oxford 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
2020 Q1	–	Sell	-60,608	Closed	-$946K	–	1540
2019 Q4	$946K	Buy	+60,608	New	+$1.04M	0.03%	902
2018 Q4	–	Sell	-35,345	Closed	-$746K	–	2209
2018 Q3	$746K	Buy	35,345 +1,067	+3%	+$23.5K	0.02%	1148
2018 Q2	$765K	Buy	+34,278	New	+$685K	0.01%	1163
2017 Q3	–	Sell	-18,880	Closed	-$356K	–	1769
2017 Q2	$356K	Sell	18,880 -635	-3%	-$12.4K	0.01%	1207
2017 Q1	$383K	Buy	+19,515	New	+$374K	0.01%	1129

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oxford Asset Management's WBT Position: Q1 2020 in Review

Oxford Asset Management sold out of Welbilt, Inc. (WBT) in Q1 2020, closing a stake of 60,608 shares — an estimated $946K sold.

Oxford Asset Management first reported a position in WBT in Q1 2017 and held it in 5 quarters. The position peaked at $946K in Q4 2019. 201 funds tracked by Wall St. Rank hold WBT as of Q1 2020.

Oxford Asset Management reported no remaining Welbilt, Inc. position as of Q1 2020 after selling out during the quarter.
Oxford Asset Management sold 60,608 Welbilt, Inc. shares in Q1 2020, an estimated $946K.
Oxford Asset Management first reported a position in Welbilt, Inc. in Q1 2017 and held it in 5 quarters.
Oxford Asset Management's Welbilt, Inc. position peaked at $946K in Q4 2019.
201 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2020.

Based on Oxford Asset Management's 13F filing for Q1 2020, filed 15 May 2020.