Macquarie Group’s Welbilt, Inc. WBT Stock Holding History

Macquarie 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	-2,688	Closed	-$64K	–	2571
2022 Q2	$64K	Hold	2,688	–	–	﹤0.01%	1991
2022 Q1	$64	Buy	2,688 +1,635	+155%	+$38.8K	﹤0.01%	2067
2021 Q4	$25K	Sell	1,053 -3,575	-77%	-$84.6K	﹤0.01%	2351
2021 Q3	$108K	Buy	4,628 +3,991	+627%	+$93.8K	﹤0.01%	1962
2021 Q2	$15K	Sell	637 -1,811	-74%	-$38.4K	﹤0.01%	2426
2021 Q1	$40K	Sell	2,448 -1,161	-32%	-$17.5K	﹤0.01%	2129
2020 Q4	$48K	Hold	3,609	–	–	﹤0.01%	2047
2020 Q3	$22K	Hold	3,609	–	–	﹤0.01%	2152
2020 Q2	$22K	Buy	+3,609	New	+$19.5K	﹤0.01%	2147
2017 Q2	–	Sell	-8,500	Closed	-$167K	–	1563
2017 Q1	$167K	Buy	+8,500	New	+$163K	﹤0.01%	1455
2016 Q4	–	Sell	-160,233	Closed	-$2.6M	–	1592
2016 Q3	$2.6M	Buy	+160,233	New	+$2.74M	0.01%	887

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

Macquarie Group's WBT Position: Q3 2022 in Review

Macquarie Group sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 2,688 shares — an estimated $64K sold.

Macquarie Group first reported a position in WBT in Q3 2016 and held it in 11 quarters. The position peaked at $2.6M in Q3 2016. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

Macquarie Group reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
Macquarie Group sold 2,688 Welbilt, Inc. shares in Q3 2022, an estimated $64K.
Macquarie Group first reported a position in Welbilt, Inc. in Q3 2016 and held it in 11 quarters.
Macquarie Group's Welbilt, Inc. position peaked at $2.6M in Q3 2016.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

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