GLAM
WBT

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

Gardner Lewis 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
-1,041,101
Closed -$24.8M – 92
2022
Q2 		$24.8M Buy
1,041,101
+115,782
+13% +$2.74M 5% 1
2022
Q1 		$22M Buy
925,319
+295,163
+47% +$7.01M 3.93% 2
2021
Q4 		$15M Buy
630,156
+405,156
+180% +$9.59M 2.77% 13
2021
Q3 		$5.23M Buy
+225,000
New +$5.29M 0.74% 52

Other funds holding WBT

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

Gardner Lewis Asset Management's WBT Position: Q3 2022 in Review

Gardner Lewis Asset Management sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 1,041,101 shares — an estimated $24.8M sold.

Gardner Lewis Asset Management first reported a position in WBT in Q3 2021 and held it in 4 quarters. The position peaked at $24.8M in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Gardner Lewis Asset Management reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Gardner Lewis Asset Management sold 1,041,101 Welbilt, Inc. shares in Q3 2022, an estimated $24.8M.
  • Gardner Lewis Asset Management first reported a position in Welbilt, Inc. in Q3 2021 and held it in 4 quarters.
  • Gardner Lewis Asset Management's Welbilt, Inc. position peaked at $24.8M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

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