LP
WBT

LMR Partners’s Welbilt, Inc. WBT Stock Holding History

LMR Partners’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
-1,287,398
Closed -$30.7M – 1387
2022
Q2 		$30.7M Buy
1,287,398
+670,310
+109% +$15.8M 0.51% 26
2022
Q1 		$14.7M Sell
617,088
-287,912
-32% -$6.84M 0.17% 128
2021
Q4 		$21.5M Buy
905,000
+90,212
+11% +$2.14M 0.22% 85
2021
Q3 		$18.9M Buy
814,788
+314,788
+63% +$7.4M 0.21% 91
2021
Q2 		$11.6M Buy
+500,000
New +$10.6M 0.17% 113

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

LMR Partners's WBT Position: Q3 2022 in Review

LMR Partners sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 1,287,398 shares — an estimated $30.7M sold.

LMR Partners first reported a position in WBT in Q2 2021 and held it in 5 quarters. The position peaked at $30.7M in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • LMR Partners reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • LMR Partners sold 1,287,398 Welbilt, Inc. shares in Q3 2022, an estimated $30.7M.
  • LMR Partners first reported a position in Welbilt, Inc. in Q2 2021 and held it in 5 quarters.
  • LMR Partners's Welbilt, Inc. position peaked at $30.7M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on LMR Partners's 13F filing for Q3 2022, filed 14 Nov 2022.