Gotham Asset Management’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 |
-9,785
| Closed | -$233K | – | 1296 |
|
|
2022
Q2 | $233K | Hold |
9,785
| – | – | 0.01% | 999 |
|
|
2022
Q1 | $232K | Sell |
9,785
-2,529
| -21% | -$60K | 0.01% | 1032 |
|
|
2021
Q4 | $293K | Sell |
12,314
-162
| -1% | -$3.84K | 0.01% | 953 |
|
|
2021
Q3 | $290K | Buy |
12,476
+2,691
| +28% | +$63.3K | 0.01% | 846 |
|
|
2021
Q2 | $227K | Buy |
+9,785
| New | +$208K | 0.01% | 920 |
|
|
2020
Q3 | – | Sell |
-16,812
| Closed | -$102K | – | 1163 |
|
|
2020
Q2 | $102K | Sell |
16,812
-5,301
| -24% | -$28.7K | ﹤0.01% | 1011 |
|
|
2020
Q1 | $113K | Sell |
22,113
-21,884
| -50% | -$263K | ﹤0.01% | 990 |
|
|
2019
Q4 | $687K | Buy |
43,997
+16,659
| +61% | +$285K | 0.01% | 714 |
|
|
2019
Q3 | $461K | Sell |
27,338
-32,255
| -54% | -$524K | 0.01% | 790 |
|
|
2019
Q2 | $995K | Sell |
59,593
-259,784
| -81% | -$4.25M | 0.02% | 634 |
|
|
2019
Q1 | $5.23M | Buy |
+319,377
| New | +$4.66M | 0.08% | 336 |
|
|
2018
Q4 | – | Sell |
-13,256
| Closed | -$277K | – | 1136 |
|
|
2018
Q3 | $277K | Sell |
13,256
-7,702
| -37% | -$170K | ﹤0.01% | 843 |
|
|
2018
Q2 | $468K | Sell |
20,958
-93,971
| -82% | -$1.88M | 0.01% | 709 |
|
|
2018
Q1 | $2.23M | Buy |
114,929
+55,852
| +95% | +$1.19M | 0.03% | 492 |
|
|
2017
Q4 | $1.39M | Buy |
+59,077
| New | +$1.3M | 0.02% | 542 |
|
|
2017
Q1 | – | Sell |
-36,540
| Closed | -$706K | – | 1133 |
|
|
2016
Q4 | $706K | Buy |
+36,540
| New | +$624K | 0.01% | 681 |
|
|
2016
Q3 | – | Sell |
-17,514
| Closed | -$309K | – | 1086 |
|
|
2016
Q2 | $309K | Buy |
+17,514
| New | +$279K | ﹤0.01% | 805 |
|
Other funds holding WBT
Gotham Asset Management's WBT Position: Q3 2022 in Review
Gotham Asset Management sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 9,785 shares — an estimated $233K sold.
Gotham Asset Management first reported a position in WBT in Q2 2016 and held it in 17 quarters. The position peaked at $5.23M in Q1 2019. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.
- Gotham Asset Management reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
- Gotham Asset Management sold 9,785 Welbilt, Inc. shares in Q3 2022, an estimated $233K.
- Gotham Asset Management first reported a position in Welbilt, Inc. in Q2 2016 and held it in 17 quarters.
- Gotham Asset Management's Welbilt, Inc. position peaked at $5.23M in Q1 2019.
- 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.
Based on Gotham Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.