PCM
WBT

PenderFund Capital Management’s Welbilt, Inc. WBT Stock Holding History

PenderFund Capital 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
-7,880
Closed -$242K – 208
2022
Q2 		$242K Hold
7,880
– – 0.07% 91
2022
Q1 		$234K Buy
7,880
+800
+11% +$19K 0.06% 80
2021
Q4 		$213K Buy
7,080
+6,000
+556% +$142K 0.05% 58
2021
Q3 		$32K Buy
+1,080
New +$25.4K 0.01% 72

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 $9.54B AUM 19.86% 1-Year Est. Return

PenderFund Capital Management's WBT Position: Q3 2022 in Review

PenderFund Capital Management sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 7,880 shares — an estimated $242K sold.

PenderFund Capital Management first reported a position in WBT in Q3 2021 and held it in 4 quarters. The position peaked at $242K in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • PenderFund Capital Management reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • PenderFund Capital Management sold 7,880 Welbilt, Inc. shares in Q3 2022, an estimated $242K.
  • PenderFund Capital Management first reported a position in Welbilt, Inc. in Q3 2021 and held it in 4 quarters.
  • PenderFund Capital Management's Welbilt, Inc. position peaked at $242K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

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