VNIM
WBT

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

Vaughan Nelson 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
Q2 		– Sell
-4,141,435
Closed -$67.3M – 211
2021
Q1 		$67.3M Sell
4,141,435
-318,240
-7% -$4.79M 0.72% 50
2020
Q4 		$58.9M Buy
+4,459,675
New +$40M 0.69% 48

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 $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return

Vaughan Nelson Investment Management's WBT Position: Q2 2021 in Review

Vaughan Nelson Investment Management sold out of Welbilt, Inc. (WBT) in Q2 2021, closing a stake of 4,141,435 shares — an estimated $67.3M sold.

Vaughan Nelson Investment Management first reported a position in WBT in Q4 2020 and held it in 2 quarters. The position peaked at $67.3M in Q1 2021. 233 funds tracked by Wall St. Rank hold WBT as of Q2 2021.

  • Vaughan Nelson Investment Management reported no remaining Welbilt, Inc. position as of Q2 2021 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 4,141,435 Welbilt, Inc. shares in Q2 2021, an estimated $67.3M.
  • Vaughan Nelson Investment Management first reported a position in Welbilt, Inc. in Q4 2020 and held it in 2 quarters.
  • Vaughan Nelson Investment Management's Welbilt, Inc. position peaked at $67.3M in Q1 2021.
  • 233 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2021.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2021, filed 15 Jul 2021.