Mackenzie Financial’s Welbilt, Inc. WBT Stock Holding History

Mackenzie Financial’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	-9,126	Closed	-$217K	–	1542
2022 Q2	$217K	Buy	+9,126	New	+$216K	﹤0.01%	1247
2016 Q3	–	Sell	-43,500	Closed	-$766K	–	877
2016 Q2	$766K	Buy	43,500 +13,400	+45%	+$214K	﹤0.01%	671
2016 Q1	$444K	Buy	+30,100	New	+$437K	﹤0.01%	674

Other funds holding WBT

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Mackenzie Financial's WBT Position: Q3 2022 in Review

Mackenzie Financial sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 9,126 shares — an estimated $217K sold.

Mackenzie Financial first reported a position in WBT in Q1 2016 and held it in 3 quarters. The position peaked at $766K in Q2 2016. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

Mackenzie Financial reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
Mackenzie Financial sold 9,126 Welbilt, Inc. shares in Q3 2022, an estimated $217K.
Mackenzie Financial first reported a position in Welbilt, Inc. in Q1 2016 and held it in 3 quarters.
Mackenzie Financial's Welbilt, Inc. position peaked at $766K in Q2 2016.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Mackenzie Financial's 13F filing for Q3 2022, filed 7 Oct 2022.