JY
WBT

Jeff Yass’s Welbilt, Inc. WBT Stock Holding History

Jeff Yass’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
Q1 		– Sell
-29,100
Closed -$692K – 14472
2021
Q4 		$692K Buy
29,100
+4,000
+16% +$94.7K ﹤0.01% 8298
2021
Q3 		$583K Sell
25,100
-2,100
-8% -$49.4K ﹤0.01% 8975
2021
Q2 		$630K Sell
27,200
-20,200
-43% -$429K ﹤0.01% 9005
2021
Q1 		$770K Buy
47,400
+25,800
+119% +$388K ﹤0.01% 8408
2020
Q4 		$285K Sell
21,600
-54,700
-72% -$491K ﹤0.01% 9377
2020
Q3 		$470K Buy
76,300
+42,500
+126% +$286K ﹤0.01% 7819
2020
Q2 		$206K Buy
+33,800
New +$183K ﹤0.01% 8996
2019
Q4 		– Sell
-16,600
Closed -$280K – 10984
2019
Q3 		$280K Sell
16,600
-32,500
-66% -$528K ﹤0.01% 8449
2019
Q2 		$820K Sell
49,100
-51,800
-51% -$847K ﹤0.01% 6143
2019
Q1 		$1.65M Buy
100,900
+21,400
+27% +$312K ﹤0.01% 4063
2018
Q4 		$883K Buy
+79,500
New +$1.23M ﹤0.01% 4922
2017
Q2 		– Sell
-22,000
Closed -$432K – 10051
2017
Q1 		$432K Buy
+22,000
New +$421K ﹤0.01% 6746
2016
Q4 		– Sell
-15,800
Closed -$256K – 10361
2016
Q3 		$256K Buy
+15,800
New +$270K ﹤0.01% 7192

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

Jeff Yass's WBT Position: Q3 2022 in Review

Jeff Yass sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 327,634 shares — an estimated $7.8M sold.

Jeff Yass first reported a position in WBT in Q1 2016 and held it in 21 quarters. The position peaked at $8.17M in Q4 2018. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Jeff Yass reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Jeff Yass sold 327,634 Welbilt, Inc. shares in Q3 2022, an estimated $7.8M.
  • Jeff Yass first reported a position in Welbilt, Inc. in Q1 2016 and held it in 21 quarters.
  • Jeff Yass's Welbilt, Inc. position peaked at $8.17M in Q4 2018.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Susquehanna International Group's 13F filing for Q3 2022, filed 14 Nov 2022.