SIM
WBT

Spark Investment Management’s Welbilt, Inc. WBT Stock Holding History

Spark Investment 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
2020
Q4 		– Sell
-15,800
Closed -$97K – 66
2020
Q3 		$97K Sell
15,800
-15,500
-50% -$104K 0.13% 43
2020
Q2 		$190K Sell
31,300
-219,061
-87% -$1.19M 0.7% 38
2020
Q1 		$1.28M Sell
250,361
-51,539
-17% -$620K 0.68% 35
2019
Q4 		$4.71M Buy
+301,900
New +$5.17M 0.55% 36
2018
Q2 		– Sell
-107,400
Closed -$2.09M – 758
2018
Q1 		$2.09M Buy
107,400
+1,100
+1% +$23.5K 0.13% 216
2017
Q4 		$2.5M Buy
+106,300
New +$2.34M 0.13% 223
2017
Q3 		– Sell
-227,000
Closed -$4.28M – 835
2017
Q2 		$4.28M Buy
227,000
+56,000
+33% +$1.09M 0.26% 121
2017
Q1 		$3.36M Buy
+171,000
New +$3.27M 0.21% 147

Other funds holding WBT

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Spark Investment Management's WBT Position: Q4 2020 in Review

Spark Investment Management sold out of Welbilt, Inc. (WBT) in Q4 2020, closing a stake of 15,800 shares — an estimated $97K sold.

Spark Investment Management first reported a position in WBT in Q1 2017 and held it in 8 quarters. The position peaked at $4.71M in Q4 2019. 191 funds tracked by Wall St. Rank hold WBT as of Q4 2020.

  • Spark Investment Management reported no remaining Welbilt, Inc. position as of Q4 2020 after selling out during the quarter.
  • Spark Investment Management sold 15,800 Welbilt, Inc. shares in Q4 2020, an estimated $97K.
  • Spark Investment Management first reported a position in Welbilt, Inc. in Q1 2017 and held it in 8 quarters.
  • Spark Investment Management's Welbilt, Inc. position peaked at $4.71M in Q4 2019.
  • 191 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2020.

Based on Spark Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.