HKAM
WBT

Horizon Kinetics Asset Management’s Welbilt, Inc. WBT Stock Holding History

Horizon Kinetics 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
-17,000
Closed -$405K – 353
2022
Q2 		$405K Hold
17,000
– – 0.01% 238
2022
Q1 		$404K Hold
17,000
– – 0.01% 255
2021
Q4 		$404K Hold
17,000
– – 0.01% 262
2021
Q3 		$395K Hold
17,000
– – 0.01% 258
2021
Q2 		$394K Sell
17,000
-1,000
-6% -$21.2K 0.01% 267
2021
Q1 		$292K Sell
18,000
-2,416
-12% -$36.3K 0.01% 292
2020
Q4 		$269K Sell
20,416
-176
-0.9% -$1.58K 0.01% 302
2020
Q3 		$127K Sell
20,592
-35,584
-63% -$240K 0.01% 352
2020
Q2 		$342K Sell
56,176
-11,049
-16% -$59.8K 0.01% 271
2020
Q1 		$345K Buy
67,225
+19,092
+40% +$230K 0.02% 252
2019
Q4 		$751K Sell
48,133
-76
-0.2% -$1.3K 0.02% 201
2019
Q3 		$812K Sell
48,209
-2,151
-4% -$34.9K 0.02% 192
2019
Q2 		$841K Sell
50,360
-1,113
-2% -$18.2K 0.02% 197
2019
Q1 		$843K Buy
+51,473
New +$751K 0.02% 199

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

Horizon Kinetics Asset Management's WBT Position: Q3 2022 in Review

Horizon Kinetics Asset Management sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 17,000 shares — an estimated $405K sold.

Horizon Kinetics Asset Management first reported a position in WBT in Q1 2019 and held it in 14 quarters. The position peaked at $843K in Q1 2019. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Horizon Kinetics Asset Management reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Horizon Kinetics Asset Management sold 17,000 Welbilt, Inc. shares in Q3 2022, an estimated $405K.
  • Horizon Kinetics Asset Management first reported a position in Welbilt, Inc. in Q1 2019 and held it in 14 quarters.
  • Horizon Kinetics Asset Management's Welbilt, Inc. position peaked at $843K in Q1 2019.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Horizon Kinetics Asset Management's 13F filing for Q3 2022, filed 15 Nov 2022.