Legal & General Group
WBT

Legal & General Group’s Welbilt, Inc. WBT Stock Holding History

Legal & General Group’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
-121,777
Closed -$2.9M – 3538
2022
Q2 		$2.9M Buy
121,777
+4,830
+4% +$114K ﹤0.01% 1691
2022
Q1 		$2.78M Buy
116,947
+538
+0.5% +$12.8K ﹤0.01% 1835
2021
Q4 		$2.77M Buy
116,409
+257
+0.2% +$6.08K ﹤0.01% 1870
2021
Q3 		$2.7M Buy
116,152
+28,266
+32% +$664K ﹤0.01% 1879
2021
Q2 		$2.03M Buy
87,886
+1,957
+2% +$41.5K ﹤0.01% 1969
2021
Q1 		$1.4M Buy
85,929
+811
+1% +$12.2K ﹤0.01% 2109
2020
Q4 		$1.12M Hold
85,118
– – ﹤0.01% 2077
2020
Q3 		$524K Sell
85,118
-5,533
-6% -$37.3K ﹤0.01% 2191
2020
Q2 		$552K Sell
90,651
-3,245
-3% -$17.6K ﹤0.01% 2149
2020
Q1 		$481K Buy
93,896
+13,420
+17% +$161K ﹤0.01% 2080
2019
Q4 		$1.26M Buy
80,476
+14,656
+22% +$251K ﹤0.01% 1986
2019
Q3 		$1.11M Buy
65,820
+8,262
+14% +$134K ﹤0.01% 1952
2019
Q2 		$961K Sell
57,558
-9,810
-15% -$160K ﹤0.01% 1961
2019
Q1 		$1.1M Hold
67,368
– – ﹤0.01% 1941
2018
Q4 		$749K Buy
67,368
+3,162
+5% +$48.8K ﹤0.01% 1996
2018
Q3 		$1.34M Sell
64,206
-8,776
-12% -$193K ﹤0.01% 1862
2018
Q2 		$1.63M Sell
72,982
-23,064
-24% -$461K ﹤0.01% 1753
2018
Q1 		$1.87M Sell
96,046
-3,122
-3% -$66.7K ﹤0.01% 1645
2017
Q4 		$2.33M Buy
99,168
+11,462
+13% +$253K ﹤0.01% 1534
2017
Q3 		$2.02M Buy
87,706
+1,859
+2% +$37.6K ﹤0.01% 1586
2017
Q2 		$1.62M Sell
85,847
-1,046
-1% -$20.4K ﹤0.01% 1634
2017
Q1 		$1.71M Buy
86,893
+26,789
+45% +$513K ﹤0.01% 1564
2016
Q4 		$1.16M Sell
60,104
-11,280
-16% -$193K ﹤0.01% 1686
2016
Q3 		$1.16M Hold
71,384
– – ﹤0.01% 1336
2016
Q2 		$1.25M Buy
71,384
+5,963
+9% +$95K ﹤0.01% 1131
2016
Q1 		$965K Buy
+65,421
New +$951K ﹤0.01% 1151

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Legal & General Group's WBT Position: Q3 2022 in Review

Legal & General Group sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 121,777 shares — an estimated $2.9M sold.

Legal & General Group first reported a position in WBT in Q1 2016 and held it in 26 quarters. The position peaked at $2.9M in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Legal & General Group reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Legal & General Group sold 121,777 Welbilt, Inc. shares in Q3 2022, an estimated $2.9M.
  • Legal & General Group first reported a position in Welbilt, Inc. in Q1 2016 and held it in 26 quarters.
  • Legal & General Group's Welbilt, Inc. position peaked at $2.9M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Legal & General Group's 13F filing for Q3 2022, filed 14 Nov 2022.