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

Weld 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 Q1	–	Sell	-14,635	Closed	-$193K	–	625
2020 Q4	$193K	Sell	14,635 -14,669	-50%	-$132K	0.08%	409
2020 Q3	$181K	Buy	+29,304	New	+$197K	0.07%	404
2019 Q3	–	Sell	-56,764	Closed	-$948K	–	1074
2019 Q2	$948K	Buy	56,764 +18,996	+50%	+$311K	0.17%	190
2019 Q1	$619K	Buy	+37,768	New	+$551K	0.11%	332

Other funds holding WBT

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Weld Capital Management's WBT Position: Q1 2021 in Review

Weld Capital Management sold out of Welbilt, Inc. (WBT) in Q1 2021, closing a stake of 14,635 shares — an estimated $193K sold.

Weld Capital Management first reported a position in WBT in Q1 2019 and held it in 4 quarters. The position peaked at $948K in Q2 2019. 200 funds tracked by Wall St. Rank hold WBT as of Q1 2021.

Weld Capital Management reported no remaining Welbilt, Inc. position as of Q1 2021 after selling out during the quarter.
Weld Capital Management sold 14,635 Welbilt, Inc. shares in Q1 2021, an estimated $193K.
Weld Capital Management first reported a position in Welbilt, Inc. in Q1 2019 and held it in 4 quarters.
Weld Capital Management's Welbilt, Inc. position peaked at $948K in Q2 2019.
200 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.