VST
WBT

Van Strum & Towne’s Welbilt, Inc. WBT Stock Holding History

Van Strum & Towne’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
Q1 		– Sell
-31,043
Closed -$410K – 102
2020
Q4 		$410K Sell
31,043
-2,900
-9% -$26K 0.23% 54
2020
Q3 		$209K Buy
33,943
+225
+0.7% +$1.52K 0.14% 81
2020
Q2 		$205K Sell
33,718
-10,325
-23% -$55.9K 0.14% 71
2020
Q1 		$226K Sell
44,043
-1,325
-3% -$15.9K 0.18% 61
2019
Q4 		$708K Sell
45,368
-2,550
-5% -$43.6K 0.44% 38
2019
Q3 		$808K Buy
47,918
+1,825
+4% +$29.6K 0.53% 34
2019
Q2 		$770K Hold
46,093
– – 0.55% 35
2019
Q1 		$755K Sell
46,093
-2,425
-5% -$35.4K 0.56% 36
2018
Q4 		$539K Sell
48,518
-6,410
-12% -$98.9K 0.45% 41
2018
Q3 		$1.15M Sell
54,928
-300
-0.5% -$6.61K 0.74% 36
2018
Q2 		$1.23M Buy
55,228
+25
+0% +$500 0.85% 32
2018
Q1 		$1.07M Sell
55,203
-792
-1% -$16.9K 0.75% 36
2017
Q4 		$1.32M Sell
55,995
-3,175
-5% -$70K 0.88% 34
2017
Q3 		$1.36M Sell
59,170
-450
-0.8% -$9.1K 0.89% 33
2017
Q2 		$1.12M Sell
59,620
-275
-0.5% -$5.37K 0.73% 37
2017
Q1 		$1.18M Sell
59,895
-1,350
-2% -$25.8K 0.76% 36
2016
Q4 		$1.18M Sell
61,245
-325
-0.5% -$5.55K 0.74% 36
2016
Q3 		$999K Sell
61,570
-125
-0.2% -$2.13K 0.66% 39
2016
Q2 		$1.09M Sell
61,695
-485
-0.8% -$7.73K 0.72% 37
2016
Q1 		$917K Buy
+62,180
New +$904K 0.61% 39

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Van Strum & Towne's WBT Position: Q1 2021 in Review

Van Strum & Towne sold out of Welbilt, Inc. (WBT) in Q1 2021, closing a stake of 31,043 shares — an estimated $410K sold.

Van Strum & Towne first reported a position in WBT in Q1 2016 and held it in 20 quarters. The position peaked at $1.36M in Q3 2017. 200 funds tracked by Wall St. Rank hold WBT as of Q1 2021.

  • Van Strum & Towne reported no remaining Welbilt, Inc. position as of Q1 2021 after selling out during the quarter.
  • Van Strum & Towne sold 31,043 Welbilt, Inc. shares in Q1 2021, an estimated $410K.
  • Van Strum & Towne first reported a position in Welbilt, Inc. in Q1 2016 and held it in 20 quarters.
  • Van Strum & Towne's Welbilt, Inc. position peaked at $1.36M in Q3 2017.
  • 200 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2021.

Based on Van Strum & Towne's 13F filing for Q1 2021, filed 5 May 2021.