DAM
WBT

DLD Asset Management’s Welbilt, Inc. WBT Stock Holding History

DLD Asset 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
2022
Q3 		– Sell
-150,000
Closed -$3.57M – 243
2022
Q2 		$3.57M Buy
+150,000
New +$3.54M 0.25% 76
2021
Q3 		– Sell
-70,000
Closed -$1.62M – 172
2021
Q2 		$1.62M Buy
+70,000
New +$1.49M 0.11% 79

Other funds holding WBT

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

DLD Asset Management's WBT Position: Q3 2022 in Review

DLD Asset Management sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 150,000 shares — an estimated $3.57M sold.

DLD Asset Management first reported a position in WBT in Q2 2021 and held it in 2 quarters. The position peaked at $3.57M in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • DLD Asset Management reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • DLD Asset Management sold 150,000 Welbilt, Inc. shares in Q3 2022, an estimated $3.57M.
  • DLD Asset Management first reported a position in Welbilt, Inc. in Q2 2021 and held it in 2 quarters.
  • DLD Asset Management's Welbilt, Inc. position peaked at $3.57M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

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