SRC
WBT

Stone Run Capital’s Welbilt, Inc. WBT Stock Holding History

Stone Run Capital’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
2018
Q4 		– Sell
-134,679
Closed -$2.81M – 66
2018
Q3 		$2.81M Buy
134,679
+85,100
+172% +$1.87M 1.29% 37
2018
Q2 		$1.13M Buy
+49,579
New +$991K 0.6% 41

Other funds holding WBT

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
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
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Stone Run Capital's WBT Position: Q4 2018 in Review

Stone Run Capital sold out of Welbilt, Inc. (WBT) in Q4 2018, closing a stake of 134,679 shares — an estimated $2.81M sold.

Stone Run Capital first reported a position in WBT in Q2 2018 and held it in 2 quarters. The position peaked at $2.81M in Q3 2018. 232 funds tracked by Wall St. Rank hold WBT as of Q4 2018.

  • Stone Run Capital reported no remaining Welbilt, Inc. position as of Q4 2018 after selling out during the quarter.
  • Stone Run Capital sold 134,679 Welbilt, Inc. shares in Q4 2018, an estimated $2.81M.
  • Stone Run Capital first reported a position in Welbilt, Inc. in Q2 2018 and held it in 2 quarters.
  • Stone Run Capital's Welbilt, Inc. position peaked at $2.81M in Q3 2018.
  • 232 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2018.

Based on Stone Run Capital's 13F filing for Q4 2018, filed 14 Feb 2019.