Fidelity Investments’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50,405
| Closed | -$1.2M | – | 5636 |
|
|
2022
Q2 | $1.2M | Buy |
50,405
+30,023
| +147% | +$709K | ﹤0.01% | 2631 |
|
|
2022
Q1 | $484K | Buy |
20,382
+19,456
| +2,101% | +$462K | ﹤0.01% | 2998 |
|
|
2021
Q4 | $22K | Hold |
926
| – | – | ﹤0.01% | 3443 |
|
|
2021
Q3 | $22K | Sell |
926
-896,519
| -100% | -$21.1M | ﹤0.01% | 3423 |
|
|
2021
Q2 | $20.8M | Sell |
897,445
-1,166,082
| -57% | -$24.7M | ﹤0.01% | 1838 |
|
|
2021
Q1 | $33.5M | Sell |
2,063,527
-73,505
| -3% | -$1.11M | ﹤0.01% | 1567 |
|
|
2020
Q4 | $28.2M | Buy |
2,137,032
+25,678
| +1% | +$231K | ﹤0.01% | 1560 |
|
|
2020
Q3 | $13M | Buy |
2,111,354
+193,661
| +10% | +$1.3M | ﹤0.01% | 1734 |
|
|
2020
Q2 | $11.7M | Sell |
1,917,693
-3,446,132
| -64% | -$18.6M | ﹤0.01% | 1757 |
|
|
2020
Q1 | $27.5M | Buy |
5,363,825
+1,642,743
| +44% | +$19.8M | ﹤0.01% | 1275 |
|
|
2019
Q4 | $58.1M | Sell |
3,721,082
-368,711
| -9% | -$6.31M | 0.01% | 1142 |
|
|
2019
Q3 | $69M | Sell |
4,089,793
-125,001
| -3% | -$2.03M | 0.01% | 1032 |
|
|
2019
Q2 | $70.4M | Buy |
4,214,794
+641,403
| +18% | +$10.5M | 0.01% | 1065 |
|
|
2019
Q1 | $58.5M | Buy |
3,573,391
+2,631,930
| +280% | +$38.4M | 0.01% | 1149 |
|
|
2018
Q4 | $10.5M | Buy |
941,461
+183,497
| +24% | +$2.83M | ﹤0.01% | 1786 |
|
|
2018
Q3 | $15.8M | Buy |
+757,964
| New | +$16.7M | ﹤0.01% | 1787 |
|
|
2016
Q4 | – | Sell |
-1,068,025
| Closed | -$17.3M | – | 2732 |
|
|
2016
Q3 | $17.3M | Sell |
1,068,025
-26,400
| -2% | -$451K | ﹤0.01% | 1748 |
|
|
2016
Q2 | $19.3M | Sell |
1,094,425
-325,002
| -23% | -$5.18M | ﹤0.01% | 1695 |
|
|
2016
Q1 | $20.9M | Buy |
+1,419,427
| New | +$20.6M | ﹤0.01% | 1641 |
|
Other funds holding WBT
Fidelity Investments's WBT Position: Q3 2022 in Review
Fidelity Investments sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 50,405 shares — an estimated $1.2M sold.
Fidelity Investments first reported a position in WBT in Q1 2016 and held it in 19 quarters. The position peaked at $70.4M in Q2 2019. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.
- Fidelity Investments reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
- Fidelity Investments sold 50,405 Welbilt, Inc. shares in Q3 2022, an estimated $1.2M.
- Fidelity Investments first reported a position in Welbilt, Inc. in Q1 2016 and held it in 19 quarters.
- Fidelity Investments's Welbilt, Inc. position peaked at $70.4M in Q2 2019.
- 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.
Based on Fidelity Investments's 13F filing for Q3 2022, filed 10 Nov 2022.