Cliff Asness’s Welbilt, Inc. WBT Stock Holding History

Cliff Asness’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
2022 Q3	–	Sell	-38,987	Closed	-$928K	–	2392
2022 Q2	$928K	Sell	38,987 -1,056	-3%	-$24.9K	﹤0.01%	1454
2022 Q1	$951K	Sell	40,043 -7,123	-15%	-$169K	﹤0.01%	1568
2021 Q4	$1.12M	Hold	47,166	–	–	﹤0.01%	1496
2021 Q3	$1.1M	Sell	47,166 -8,343	-15%	-$196K	﹤0.01%	1485
2021 Q2	$1.28M	Buy	55,509 +42,970	+343%	+$912K	﹤0.01%	1460
2021 Q1	$204K	Sell	12,539 -2,399	-16%	-$36.1K	﹤0.01%	2109
2020 Q4	$197K	Buy	+14,938	New	+$134K	﹤0.01%	2093

Other funds holding WBT

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Cliff Asness's WBT Position: Q3 2022 in Review

Cliff Asness sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 38,987 shares — an estimated $928K sold.

Cliff Asness first reported a position in WBT in Q4 2020 and held it in 7 quarters. The position peaked at $1.28M in Q2 2021. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

Cliff Asness reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
Cliff Asness sold 38,987 Welbilt, Inc. shares in Q3 2022, an estimated $928K.
Cliff Asness first reported a position in Welbilt, Inc. in Q4 2020 and held it in 7 quarters.
Cliff Asness's Welbilt, Inc. position peaked at $1.28M in Q2 2021.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on AQR Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.