Sandy Spring Bank’s Welbilt, Inc. WBT Stock Holding History

Sandy Spring Bank’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	-1,200	Closed	-$6K	–	973
2020 Q1	$6K	Hold	1,200	–	–	﹤0.01%	746
2019 Q4	$19K	Hold	1,200	–	–	﹤0.01%	629
2019 Q3	$20K	Hold	1,200	–	–	﹤0.01%	632
2019 Q2	$20K	Hold	1,200	–	–	﹤0.01%	615
2019 Q1	$20K	Hold	1,200	–	–	﹤0.01%	583
2018 Q4	$13K	Hold	1,200	–	–	﹤0.01%	638
2018 Q3	$25K	Hold	1,200	–	–	﹤0.01%	564
2018 Q2	$27K	Hold	1,200	–	–	﹤0.01%	548
2018 Q1	$23K	Hold	1,200	–	–	﹤0.01%	583
2017 Q4	$28K	Hold	1,200	–	–	﹤0.01%	544
2017 Q3	$28K	Hold	1,200	–	–	﹤0.01%	524
2017 Q2	$23K	Sell	1,200 -100	-8%	-$1.95K	﹤0.01%	565
2017 Q1	$26K	Buy	1,300 +100	+8%	+$1.92K	﹤0.01%	554
2016 Q4	$23K	Hold	1,200	–	–	﹤0.01%	554
2016 Q3	$19K	Hold	1,200	–	–	﹤0.01%	562
2016 Q2	$21K	Sell	1,200 -1,082	-47%	-$17.2K	﹤0.01%	554
2016 Q1	$34K	Buy	+2,282	New	+$33.2K	﹤0.01%	500

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

Sandy Spring Bank's WBT Position: Q2 2020 in Review

Sandy Spring Bank sold out of Welbilt, Inc. (WBT) in Q2 2020, closing a stake of 1,200 shares — an estimated $6K sold.

Sandy Spring Bank first reported a position in WBT in Q1 2016 and held it in 17 quarters. The position peaked at $34K in Q1 2016. 187 funds tracked by Wall St. Rank hold WBT as of Q2 2020.

Sandy Spring Bank reported no remaining Welbilt, Inc. position as of Q2 2020 after selling out during the quarter.
Sandy Spring Bank sold 1,200 Welbilt, Inc. shares in Q2 2020, an estimated $6K.
Sandy Spring Bank first reported a position in Welbilt, Inc. in Q1 2016 and held it in 17 quarters.
Sandy Spring Bank's Welbilt, Inc. position peaked at $34K in Q1 2016.
187 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2020.

Based on Sandy Spring Bank's 13F filing for Q2 2020, filed 12 Aug 2020.