Sargent Bickham Lagudis’s Welbilt, Inc. WBT Stock Holding History

Sargent Bickham Lagudis’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
2018 Q1	–	Sell	-400	Closed	-$9K	–	821
2017 Q4	$9K	Hold	400	–	–	﹤0.01%	630
2017 Q3	$9K	Hold	400	–	–	﹤0.01%	635
2017 Q2	$8K	Hold	400	–	–	﹤0.01%	613
2017 Q1	$8K	Hold	400	–	–	﹤0.01%	624
2016 Q4	$8K	Hold	400	–	–	﹤0.01%	589
2016 Q3	$6	Hold	400	–	–	﹤0.01%	635
2016 Q2	$7K	Buy	+400	New	+$6.37K	﹤0.01%	592

Other funds holding WBT

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIP

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GCM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sargent Bickham Lagudis's WBT Position: Q1 2018 in Review

Sargent Bickham Lagudis sold out of Welbilt, Inc. (WBT) in Q1 2018, closing a stake of 400 shares — an estimated $9K sold.

Sargent Bickham Lagudis first reported a position in WBT in Q2 2016 and held it in 7 quarters. The position peaked at $9K in Q4 2017. 230 funds tracked by Wall St. Rank hold WBT as of Q1 2018.

Sargent Bickham Lagudis reported no remaining Welbilt, Inc. position as of Q1 2018 after selling out during the quarter.
Sargent Bickham Lagudis sold 400 Welbilt, Inc. shares in Q1 2018, an estimated $9K.
Sargent Bickham Lagudis first reported a position in Welbilt, Inc. in Q2 2016 and held it in 7 quarters.
Sargent Bickham Lagudis's Welbilt, Inc. position peaked at $9K in Q4 2017.
230 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2018, filed 13 Sep 2021.