SEI Investments
WBT

SEI Investments’s Welbilt, Inc. WBT Stock Holding History

SEI Investments’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
2021
Q2 		– Sell
-67,247
Closed -$891K – 2664
2021
Q1 		$891K Hold
67,247
– – ﹤0.01% 1802
2020
Q4 		$891K Buy
+67,247
New +$604K ﹤0.01% 1738
2019
Q4 		– Sell
-18,246
Closed -$312K – 2471
2019
Q3 		$312K Sell
18,246
-369
-2% -$5.99K ﹤0.01% 2109
2019
Q2 		$317K Buy
18,615
+5,346
+40% +$87.4K ﹤0.01% 2108
2019
Q1 		$219K Buy
13,269
+2,594
+24% +$37.8K ﹤0.01% 2247
2018
Q4 		$223K Hold
10,675
– – ﹤0.01% 1987
2018
Q3 		$223K Sell
10,675
-5,223
-33% -$115K ﹤0.01% 1889
2018
Q2 		$354K Buy
15,898
+10,097
+174% +$202K ﹤0.01% 1887
2018
Q1 		$113K Buy
5,801
+500
+9% +$10.7K ﹤0.01% 2096
2017
Q4 		$124K Sell
5,301
-214
-4% -$4.72K ﹤0.01% 2073
2017
Q3 		$127K Sell
5,515
-131,439
-96% -$2.66M ﹤0.01% 2015
2017
Q2 		$2.58M Buy
136,954
+9,931
+8% +$194K 0.01% 1106
2017
Q1 		$2.49M Sell
127,023
-31,962
-20% -$612K 0.01% 1075
2016
Q4 		$3.07M Sell
158,985
-19,649
-11% -$335K 0.01% 981
2016
Q3 		$2.9M Sell
178,634
-9,246
-5% -$158K 0.01% 943
2016
Q2 		$3.31M Buy
187,880
+9,271
+5% +$148K 0.02% 796
2016
Q1 		$2.63M Buy
+178,609
New +$2.6M 0.02% 861

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

SEI Investments's WBT Position: Q2 2021 in Review

SEI Investments sold out of Welbilt, Inc. (WBT) in Q2 2021, closing a stake of 67,247 shares — an estimated $891K sold.

SEI Investments first reported a position in WBT in Q1 2016 and held it in 17 quarters. The position peaked at $3.31M in Q2 2016. 233 funds tracked by Wall St. Rank hold WBT as of Q2 2021.

  • SEI Investments reported no remaining Welbilt, Inc. position as of Q2 2021 after selling out during the quarter.
  • SEI Investments sold 67,247 Welbilt, Inc. shares in Q2 2021, an estimated $891K.
  • SEI Investments first reported a position in Welbilt, Inc. in Q1 2016 and held it in 17 quarters.
  • SEI Investments's Welbilt, Inc. position peaked at $3.31M in Q2 2016.
  • 233 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2021.

Based on SEI Investments's 13F filing for Q2 2021, filed 6 Aug 2021.