PMAM
WBT

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

Picton Mahoney 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
-801,269
Closed -$19.1M – 928
2022
Q2 		$19.1M Sell
801,269
-68,800
-8% -$1.63M 0.73% 18
2022
Q1 		$20.7M Buy
870,069
+147,852
+20% +$3.51M 0.73% 20
2021
Q4 		$17.2M Buy
+722,217
New +$17.1M 0.42% 32

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

Picton Mahoney Asset Management's WBT Position: Q3 2022 in Review

Picton Mahoney Asset Management sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 801,269 shares — an estimated $19.1M sold.

Picton Mahoney Asset Management first reported a position in WBT in Q4 2021 and held it in 3 quarters. The position peaked at $20.7M in Q1 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Picton Mahoney Asset Management reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 801,269 Welbilt, Inc. shares in Q3 2022, an estimated $19.1M.
  • Picton Mahoney Asset Management first reported a position in Welbilt, Inc. in Q4 2021 and held it in 3 quarters.
  • Picton Mahoney Asset Management's Welbilt, Inc. position peaked at $20.7M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Picton Mahoney Asset Management's 13F filing for Q3 2022, filed 9 Nov 2022.