SIM
WBT

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

SummerHaven 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
2021
Q3 		– Sell
-75,240
Closed -$1.74M – 321
2021
Q2 		$1.74M Buy
75,240
+1,874
+3% +$39.8K 0.99% 5
2021
Q1 		$1.19M Hold
73,366
– – 0.73% 18
2020
Q4 		$968K Buy
+73,366
New +$659K 0.75% 10

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SummerHaven Investment Management's WBT Position: Q3 2021 in Review

SummerHaven Investment Management sold out of Welbilt, Inc. (WBT) in Q3 2021, closing a stake of 75,240 shares — an estimated $1.74M sold.

SummerHaven Investment Management first reported a position in WBT in Q4 2020 and held it in 3 quarters. The position peaked at $1.74M in Q2 2021. 212 funds tracked by Wall St. Rank hold WBT as of Q3 2021.

  • SummerHaven Investment Management reported no remaining Welbilt, Inc. position as of Q3 2021 after selling out during the quarter.
  • SummerHaven Investment Management sold 75,240 Welbilt, Inc. shares in Q3 2021, an estimated $1.74M.
  • SummerHaven Investment Management first reported a position in Welbilt, Inc. in Q4 2020 and held it in 3 quarters.
  • SummerHaven Investment Management's Welbilt, Inc. position peaked at $1.74M in Q2 2021.
  • 212 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2021.

Based on SummerHaven Investment Management's 13F filing for Q3 2021, filed 20 Oct 2021.