Private Capital Group’s Welbilt, Inc. WBT Stock Holding History

Private Capital Group’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	-368	Closed	-$2K	–	2161
2020 Q3	$2K	Hold	368	–	–	﹤0.01%	1780
2020 Q2	$2K	Hold	368	–	–	﹤0.01%	1763
2020 Q1	$2K	Hold	368	–	–	﹤0.01%	1727
2019 Q4	$5K	Hold	368	–	–	﹤0.01%	1529
2019 Q3	$6K	Buy	+368	New	+$5.97K	﹤0.01%	1634
2019 Q2	–	Sell	-368	Closed	-$6K	–	2471
2019 Q1	$6K	Hold	368	–	–	﹤0.01%	1635
2018 Q4	$4K	Hold	368	–	–	﹤0.01%	1721
2018 Q3	$7K	Buy	+368	New	+$8.11K	﹤0.01%	1603

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

Private Capital Group's WBT Position: Q4 2020 in Review

Private Capital Group sold out of Welbilt, Inc. (WBT) in Q4 2020, closing a stake of 368 shares — an estimated $2K sold.

Private Capital Group first reported a position in WBT in Q3 2018 and held it in 8 quarters. The position peaked at $7K in Q3 2018. 191 funds tracked by Wall St. Rank hold WBT as of Q4 2020.

Private Capital Group reported no remaining Welbilt, Inc. position as of Q4 2020 after selling out during the quarter.
Private Capital Group sold 368 Welbilt, Inc. shares in Q4 2020, an estimated $2K.
Private Capital Group first reported a position in Welbilt, Inc. in Q3 2018 and held it in 8 quarters.
Private Capital Group's Welbilt, Inc. position peaked at $7K in Q3 2018.
191 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2020.

Based on Private Capital Group's 13F filing for Q4 2020, filed 26 Jan 2021.