Select Equity Group’s Welbilt, Inc. WBT Stock Holding History

Select Equity Group’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 Q1	–	Sell	-1,282,372	Closed	-$16.9M	–	171
2020 Q4	$16.9M	Buy	+1,282,372	New	+$11.5M	0.07%	91
2020 Q3	–	Sell	-1,340,845	Closed	-$8.17M	–	171
2020 Q2	$8.17M	Buy	+1,340,845	New	+$7.25M	0.05%	103
2019 Q4	–	Sell	-3,483,337	Closed	-$58.7M	–	120
2019 Q3	$58.7M	Sell	3,483,337 -4,383,276	-56%	-$71.2M	0.4%	56
2019 Q2	$131M	Sell	7,866,613 -3,211,951	-29%	-$52.5M	0.89%	36
2019 Q1	$181M	Sell	11,078,564 -1,727,855	-13%	-$25.2M	1.23%	32
2018 Q4	$142M	Sell	12,806,419 -998,156	-7%	-$15.4M	1.07%	37
2018 Q3	$288M	Sell	13,804,575 -204,548	-1%	-$4.51M	2.13%	14
2018 Q2	$313M	Buy	14,009,123 +1,470,878	+12%	+$29.4M	2.51%	15
2018 Q1	$244M	Buy	12,538,245 +828,497	+7%	+$17.7M	2%	20
2017 Q4	$275M	Buy	11,709,748 +2,062,024	+21%	+$45.5M	2.19%	16
2017 Q3	$222M	Buy	9,647,724 +3,582,771	+59%	+$72.5M	1.69%	20
2017 Q2	$114M	Buy	6,064,953 +1,904,703	+46%	+$37.2M	0.81%	36
2017 Q1	$81.7M	Buy	4,160,250 +2,764,041	+198%	+$52.9M	0.61%	51
2016 Q4	$27M	Buy	+1,396,209	New	+$23.8M	0.22%	68

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Select Equity Group's WBT Position: Q1 2021 in Review

Select Equity Group sold out of Welbilt, Inc. (WBT) in Q1 2021, closing a stake of 1,282,372 shares — an estimated $16.9M sold.

Select Equity Group first reported a position in WBT in Q4 2016 and held it in 14 quarters. The position peaked at $313M in Q2 2018. 200 funds tracked by Wall St. Rank hold WBT as of Q1 2021.

Select Equity Group reported no remaining Welbilt, Inc. position as of Q1 2021 after selling out during the quarter.
Select Equity Group sold 1,282,372 Welbilt, Inc. shares in Q1 2021, an estimated $16.9M.
Select Equity Group first reported a position in Welbilt, Inc. in Q4 2016 and held it in 14 quarters.
Select Equity Group's Welbilt, Inc. position peaked at $313M in Q2 2018.
200 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2021.

Based on Select Equity Group's 13F filing for Q1 2021, filed 17 May 2021.