GC
WBT

Guggenheim Capital’s Welbilt, Inc. WBT Stock Holding History

Guggenheim Capital’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
-65,853
Closed -$1.57M – 2100
2022
Q2 		$1.57M Buy
65,853
+12,225
+23% +$289K 0.01% 1008
2022
Q1 		$1.27M Buy
53,628
+5,864
+12% +$139K 0.01% 1235
2021
Q4 		$1.14M Buy
47,764
+1,849
+4% +$43.8K 0.01% 1307
2021
Q3 		$1.07M Hold
45,915
– – 0.01% 1377
2021
Q2 		$1.06M Buy
+45,915
New +$974K 0.01% 1459
2018
Q2 		– Sell
-111,828
Closed -$2.17M – 2682
2018
Q1 		$2.17M Buy
111,828
+5,934
+6% +$127K 0.01% 1571
2017
Q4 		$2.49M Buy
105,894
+14,369
+16% +$317K 0.01% 1511
2017
Q3 		$2.11M Buy
91,525
+3,149
+4% +$63.7K 0.01% 1621
2017
Q2 		$1.67M Sell
88,376
-1,226
-1% -$24K ﹤0.01% 1755
2017
Q1 		$1.76M Sell
89,602
-3,646
-4% -$69.8K ﹤0.01% 1755
2016
Q4 		$1.8M Sell
93,248
-2,214
-2% -$37.8K 0.01% 1768
2016
Q3 		$1.55M Sell
95,462
-13,695
-13% -$234K ﹤0.01% 1793
2016
Q2 		$1.92M Buy
+109,157
New +$1.74M 0.01% 1590

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Guggenheim Capital's WBT Position: Q3 2022 in Review

Guggenheim Capital sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 65,853 shares — an estimated $1.57M sold.

Guggenheim Capital first reported a position in WBT in Q2 2016 and held it in 13 quarters. The position peaked at $2.49M in Q4 2017. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Guggenheim Capital reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Guggenheim Capital sold 65,853 Welbilt, Inc. shares in Q3 2022, an estimated $1.57M.
  • Guggenheim Capital first reported a position in Welbilt, Inc. in Q2 2016 and held it in 13 quarters.
  • Guggenheim Capital's Welbilt, Inc. position peaked at $2.49M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

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