KPF
WBT

K2 Principal Fund’s Welbilt, Inc. WBT Stock Holding History

K2 Principal 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
Q1 		– Sell
-98,940
Closed -$2.35M – 452
2021
Q4 		$2.35M Sell
98,940
-49,878
-34% -$1.18M 0.16% 123
2021
Q3 		$3.46M Buy
148,818
+43,169
+41% +$1.01M 0.28% 100
2021
Q2 		$2.45M Buy
+105,649
New +$2.24M 0.2% 144

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

K2 Principal Fund's WBT Position: Q1 2022 in Review

K2 Principal Fund sold out of Welbilt, Inc. (WBT) in Q1 2022, closing a stake of 98,940 shares — an estimated $2.35M sold.

K2 Principal Fund first reported a position in WBT in Q2 2021 and held it in 3 quarters. The position peaked at $3.46M in Q3 2021. 190 funds tracked by Wall St. Rank hold WBT as of Q1 2022.

  • K2 Principal Fund reported no remaining Welbilt, Inc. position as of Q1 2022 after selling out during the quarter.
  • K2 Principal Fund sold 98,940 Welbilt, Inc. shares in Q1 2022, an estimated $2.35M.
  • K2 Principal Fund first reported a position in Welbilt, Inc. in Q2 2021 and held it in 3 quarters.
  • K2 Principal Fund's Welbilt, Inc. position peaked at $3.46M in Q3 2021.
  • 190 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2022.

Based on K2 Principal Fund's 13F filing for Q1 2022, filed 16 May 2022.