WCM
WBT

Wedge Capital Management’s Welbilt, Inc. WBT Stock Holding History

Wedge Capital 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
-558,410
Closed -$12.9M – 425
2021
Q2 		$12.9M Sell
558,410
-304,470
-35% -$6.46M 0.16% 212
2021
Q1 		$14M Sell
862,880
-129,294
-13% -$1.94M 0.17% 197
2020
Q4 		$13.1M Sell
992,174
-184,938
-16% -$1.66M 0.15% 200
2020
Q3 		$7.25M Sell
1,177,112
-1,790
-0.2% -$12.1K 0.1% 221
2020
Q2 		$7.18M Sell
1,178,902
-12,078
-1% -$65.3K 0.1% 218
2020
Q1 		$6.11M Buy
1,190,980
+160,822
+16% +$1.93M 0.11% 215
2019
Q4 		$16.1M Sell
1,030,158
-2,745
-0.3% -$47K 0.18% 166
2019
Q3 		$17.4M Sell
1,032,903
-12,333
-1% -$200K 0.2% 147
2019
Q2 		$17.5M Sell
1,045,236
-45,791
-4% -$749K 0.2% 137
2019
Q1 		$17.9M Sell
1,091,027
-144,661
-12% -$2.11M 0.2% 135
2018
Q4 		$13.7M Buy
1,235,688
+50,896
+4% +$785K 0.17% 166
2018
Q3 		$24.7M Sell
1,184,792
-47,842
-4% -$1.05M 0.24% 133
2018
Q2 		$27.5M Buy
+1,232,634
New +$24.6M 0.27% 124

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

Wedge Capital Management's WBT Position: Q3 2021 in Review

Wedge Capital Management sold out of Welbilt, Inc. (WBT) in Q3 2021, closing a stake of 558,410 shares — an estimated $12.9M sold.

Wedge Capital Management first reported a position in WBT in Q2 2018 and held it in 13 quarters. The position peaked at $27.5M in Q2 2018. 212 funds tracked by Wall St. Rank hold WBT as of Q3 2021.

  • Wedge Capital Management reported no remaining Welbilt, Inc. position as of Q3 2021 after selling out during the quarter.
  • Wedge Capital Management sold 558,410 Welbilt, Inc. shares in Q3 2021, an estimated $12.9M.
  • Wedge Capital Management first reported a position in Welbilt, Inc. in Q2 2018 and held it in 13 quarters.
  • Wedge Capital Management's Welbilt, Inc. position peaked at $27.5M in Q2 2018.
  • 212 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2021.

Based on Wedge Capital Management's 13F filing for Q3 2021, filed 14 Oct 2021.