Stifel Financial
WBT

Stifel Financial’s Welbilt, Inc. WBT Stock Holding History

Stifel Financial’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
2022
Q1 		– Sell
-13,650
Closed -$324K – 3548
2021
Q4 		$324K Buy
13,650
+493
+4% +$11.7K ﹤0.01% 2869
2021
Q3 		$306K Sell
13,157
-6,554
-33% -$154K ﹤0.01% 2891
2021
Q2 		$456K Buy
19,711
+941
+5% +$20K ﹤0.01% 2638
2021
Q1 		$305K Buy
18,770
+7,537
+67% +$113K ﹤0.01% 2780
2020
Q4 		$148K Buy
+11,233
New +$101K ﹤0.01% 2884
2020
Q2 		– Sell
-12,522
Closed -$66K – 2991
2020
Q1 		$66K Buy
+12,522
New +$151K ﹤0.01% 2640
2019
Q4 		– Sell
-12,797
Closed -$215K – 3105
2019
Q3 		$215K Buy
12,797
+409
+3% +$6.64K ﹤0.01% 2625
2019
Q2 		$207K Buy
12,388
+1,956
+19% +$32K ﹤0.01% 2700
2019
Q1 		$171K Sell
10,432
-145
-1% -$2.12K ﹤0.01% 2627
2018
Q4 		$118K Sell
10,577
-654
-6% -$10.1K ﹤0.01% 2543
2018
Q3 		$234K Buy
11,231
+322
+3% +$7.09K ﹤0.01% 2491
2018
Q2 		$243K Sell
10,909
-1,903
-15% -$38K ﹤0.01% 2434
2018
Q1 		$249K Buy
12,812
+341
+3% +$7.28K ﹤0.01% 2354
2017
Q4 		$293K Buy
+12,471
New +$275K ﹤0.01% 2224

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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Stifel Financial's WBT Position: Q1 2022 in Review

Stifel Financial sold out of Welbilt, Inc. (WBT) in Q1 2022, closing a stake of 13,650 shares — an estimated $324K sold.

Stifel Financial first reported a position in WBT in Q4 2017 and held it in 14 quarters. The position peaked at $456K in Q2 2021. 190 funds tracked by Wall St. Rank hold WBT as of Q1 2022.

  • Stifel Financial reported no remaining Welbilt, Inc. position as of Q1 2022 after selling out during the quarter.
  • Stifel Financial sold 13,650 Welbilt, Inc. shares in Q1 2022, an estimated $324K.
  • Stifel Financial first reported a position in Welbilt, Inc. in Q4 2017 and held it in 14 quarters.
  • Stifel Financial's Welbilt, Inc. position peaked at $456K in Q2 2021.
  • 190 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2022.

Based on Stifel Financial's 13F filing for Q1 2022, filed 13 May 2022.