Formuepleje A/S’s Welbilt, Inc. WBT Stock Holding History

Formuepleje A/S’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	-76,519	Closed	-$471K	–	91
2020 Q3	$471K	Sell	76,519 -78,405	-51%	-$528K	0.02%	62
2020 Q2	$943K	Hold	154,924	–	–	0.05%	61
2020 Q1	$795K	Buy	154,924 +67,186	+77%	+$808K	0.05%	63
2019 Q4	$1.37M	Buy	87,738 +20,639	+31%	+$353K	0.09%	54
2019 Q3	$1.13M	Buy	67,099 +15,338	+30%	+$249K	0.08%	54
2019 Q2	$864K	Buy	51,761 +14,221	+38%	+$233K	0.07%	46
2019 Q1	$615K	Buy	37,540 +7,115	+23%	+$104K	0.05%	56
2018 Q4	$338K	Buy	30,425 +9,425	+45%	+$145K	0.04%	68
2018 Q3	$438K	Buy	+21,000	New	+$463K	0.04%	68

Other funds holding WBT

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

VNIM

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

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

Formuepleje A/S's WBT Position: Q4 2020 in Review

Formuepleje A/S sold out of Welbilt, Inc. (WBT) in Q4 2020, closing a stake of 76,519 shares — an estimated $471K sold.

Formuepleje A/S first reported a position in WBT in Q3 2018 and held it in 9 quarters. The position peaked at $1.37M in Q4 2019. 191 funds tracked by Wall St. Rank hold WBT as of Q4 2020.

Formuepleje A/S reported no remaining Welbilt, Inc. position as of Q4 2020 after selling out during the quarter.
Formuepleje A/S sold 76,519 Welbilt, Inc. shares in Q4 2020, an estimated $471K.
Formuepleje A/S first reported a position in Welbilt, Inc. in Q3 2018 and held it in 9 quarters.
Formuepleje A/S's Welbilt, Inc. position peaked at $1.37M in Q4 2019.
191 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2020.

Based on Formuepleje A/S's 13F filing for Q4 2020, filed 27 Aug 2026.