SAM
WBT

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

Scopus 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
2019
Q3 		– Sell
-557,116
Closed -$9.3M – 212
2019
Q2 		$9.3M Sell
557,116
-690,533
-55% -$11.3M 0.27% 107
2019
Q1 		$20.4M Buy
+1,247,649
New +$18.2M 0.6% 60

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
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
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Scopus Asset Management's WBT Position: Q3 2019 in Review

Scopus Asset Management sold out of Welbilt, Inc. (WBT) in Q3 2019, closing a stake of 557,116 shares — an estimated $9.3M sold.

Scopus Asset Management first reported a position in WBT in Q1 2019 and held it in 2 quarters. The position peaked at $20.4M in Q1 2019. 220 funds tracked by Wall St. Rank hold WBT as of Q3 2019.

  • Scopus Asset Management reported no remaining Welbilt, Inc. position as of Q3 2019 after selling out during the quarter.
  • Scopus Asset Management sold 557,116 Welbilt, Inc. shares in Q3 2019, an estimated $9.3M.
  • Scopus Asset Management first reported a position in Welbilt, Inc. in Q1 2019 and held it in 2 quarters.
  • Scopus Asset Management's Welbilt, Inc. position peaked at $20.4M in Q1 2019.
  • 220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2019.

Based on Scopus Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.