Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
WBT

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Welbilt, Inc. WBT Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
-1,326,400
Closed -$31.6M – 1820
2022
Q2 		$31.6M Buy
1,326,400
+453,600
+52% +$10.7M 0.14% 105
2022
Q1 		$20.7M Buy
872,800
+617,300
+242% +$14.7M 0.07% 180
2021
Q4 		$6.07M Buy
255,500
+49,500
+24% +$1.17M 0.01% 547
2021
Q3 		$4.79M Sell
206,000
-107,700
-34% -$2.53M 0.01% 546
2021
Q2 		$7.26M Buy
313,700
+105,762
+51% +$2.24M 0.02% 496
2021
Q1 		$3.38M Buy
207,938
+60,238
+41% +$906K 0.01% 599
2020
Q4 		$1.95M Buy
+147,700
New +$1.33M 0.01% 770

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
IA
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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's WBT Position: Q3 2022 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 1,326,400 shares — an estimated $31.6M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in WBT in Q4 2020 and held it in 7 quarters. The position peaked at $31.6M in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 1,326,400 Welbilt, Inc. shares in Q3 2022, an estimated $31.6M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Welbilt, Inc. in Q4 2020 and held it in 7 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Welbilt, Inc. position peaked at $31.6M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q3 2022, filed 14 Nov 2022.