MAM
WBT

Melqart Asset Management’s Welbilt, Inc. WBT Stock Holding History

Melqart Asset Management’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
-2,149,350
Closed -$51.2M – 77
2022
Q2 		$51.2M Buy
2,149,350
+222,000
+12% +$5.24M 3.96% 4
2022
Q1 		$45.8M Buy
1,927,350
+214,500
+13% +$5.09M 3.05% 8
2021
Q4 		$40.7M Sell
1,712,850
-172,681
-9% -$4.09M 2.07% 11
2021
Q3 		$43.8M Buy
1,885,531
+1,137,362
+152% +$26.7M 2.1% 16
2021
Q2 		$17.3M Buy
+748,169
New +$15.9M 0.78% 31

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

Melqart Asset Management's WBT Position: Q3 2022 in Review

Melqart Asset Management sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 2,149,350 shares — an estimated $51.2M sold.

Melqart Asset Management first reported a position in WBT in Q2 2021 and held it in 5 quarters. The position peaked at $51.2M in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Melqart Asset Management reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Melqart Asset Management sold 2,149,350 Welbilt, Inc. shares in Q3 2022, an estimated $51.2M.
  • Melqart Asset Management first reported a position in Welbilt, Inc. in Q2 2021 and held it in 5 quarters.
  • Melqart Asset Management's Welbilt, Inc. position peaked at $51.2M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Melqart Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.