Procyon Advisors’s Welbilt, Inc. WBT Stock Holding History

Procyon Advisors’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 Q2	–	Sell	-265	Closed	-$1K	–	1224
2020 Q1	$1K	Sell	265 -81	-23%	-$974	﹤0.01%	978
2019 Q4	$5K	Buy	+346	New	+$5.92K	﹤0.01%	814

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

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

CIP

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

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

GCM

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

Procyon Advisors's WBT Position: Q2 2020 in Review

Procyon Advisors sold out of Welbilt, Inc. (WBT) in Q2 2020, closing a stake of 265 shares — an estimated $1K sold.

Procyon Advisors first reported a position in WBT in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 187 funds tracked by Wall St. Rank hold WBT as of Q2 2020.

Procyon Advisors reported no remaining Welbilt, Inc. position as of Q2 2020 after selling out during the quarter.
Procyon Advisors sold 265 Welbilt, Inc. shares in Q2 2020, an estimated $1K.
Procyon Advisors first reported a position in Welbilt, Inc. in Q4 2019 and held it in 2 quarters.
Procyon Advisors's Welbilt, Inc. position peaked at $5K in Q4 2019.
187 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2020.

Based on Procyon Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.