Havens Advisors’s Welbilt, Inc. WBT Stock Holding History

Havens Advisors’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	-187,000	Closed	-$4.45M	–	58
2022 Q2	$4.45M	Buy	187,000 +166,000	+790%	+$3.92M	7.03%	3
2022 Q1	$499K	Sell	21,000 -146,100	-87%	-$3.47M	0.92%	28
2021 Q4	$3.97M	Sell	167,100 -1,900	-1%	-$45K	4.7%	10
2021 Q3	$3.93M	Buy	169,000 +23,000	+16%	+$541K	4.72%	8
2021 Q2	$3.38M	Buy	+146,000	New	+$3.1M	2.68%	13

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 $9.54B AUM 19.86% 1-Year Est. Return

Havens Advisors's WBT Position: Q3 2022 in Review

Havens Advisors sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 187,000 shares — an estimated $4.45M sold.

Havens Advisors first reported a position in WBT in Q2 2021 and held it in 5 quarters. The position peaked at $4.45M in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

Havens Advisors reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
Havens Advisors sold 187,000 Welbilt, Inc. shares in Q3 2022, an estimated $4.45M.
Havens Advisors first reported a position in Welbilt, Inc. in Q2 2021 and held it in 5 quarters.
Havens Advisors's Welbilt, Inc. position peaked at $4.45M in Q2 2022.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Havens Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.