Ergoteles’s Welbilt, Inc. WBT Stock Holding History

Ergoteles’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	-540,620	Closed	-$12.9M	–	2233
2022 Q2	$12.9M	Buy	540,620 +61,071	+13%	+$1.44M	0.39%	63
2022 Q1	$11.4M	Buy	479,549 +67,271	+16%	+$1.6M	0.43%	49
2021 Q4	$9.8M	Buy	412,278 +19,200	+5%	+$455K	0.38%	61
2021 Q3	$9.13M	Buy	393,078 +350,278	+818%	+$8.23M	0.33%	75
2021 Q2	$991K	Buy	+42,800	New	+$908K	0.02%	511

Other funds holding WBT

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Ergoteles's WBT Position: Q3 2022 in Review

Ergoteles sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 540,620 shares — an estimated $12.9M sold.

Ergoteles first reported a position in WBT in Q2 2021 and held it in 5 quarters. The position peaked at $12.9M in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

Ergoteles reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
Ergoteles sold 540,620 Welbilt, Inc. shares in Q3 2022, an estimated $12.9M.
Ergoteles first reported a position in Welbilt, Inc. in Q2 2021 and held it in 5 quarters.
Ergoteles's Welbilt, Inc. position peaked at $12.9M in Q2 2022.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Ergoteles's 13F filing for Q3 2022, filed 14 Nov 2022.