PCM
WBT

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

Prelude 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
-647,072
Closed -$15.4M – 2182
2022
Q2 		$15.4M Sell
647,072
-192,609
-23% -$4.55M 0.44% 20
2022
Q1 		$19.9M Buy
839,681
+418,491
+99% +$9.94M 0.57% 17
2021
Q4 		$10M Buy
421,190
+66,704
+19% +$1.58M 0.26% 45
2021
Q3 		$8.24M Buy
354,486
+345,247
+3,737% +$8.11M 0.21% 51
2021
Q2 		$214K Buy
+9,239
New +$196K 0.01% 1356
2017
Q3 		– Sell
-2,000
Closed -$38K – 1979
2017
Q2 		$38K Sell
2,000
-1,800
-47% -$35.2K ﹤0.01% 1085
2017
Q1 		$75K Sell
3,800
-2,400
-39% -$46K 0.01% 877
2016
Q4 		$120K Buy
+6,200
New +$106K 0.01% 766

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 $8.74B AUM 14.62% 1-Year Est. Return

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

Prelude Capital Management sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 647,072 shares — an estimated $15.4M sold.

Prelude Capital Management first reported a position in WBT in Q4 2016 and held it in 8 quarters. The position peaked at $19.9M in Q1 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Prelude Capital Management reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Prelude Capital Management sold 647,072 Welbilt, Inc. shares in Q3 2022, an estimated $15.4M.
  • Prelude Capital Management first reported a position in Welbilt, Inc. in Q4 2016 and held it in 8 quarters.
  • Prelude Capital Management's Welbilt, Inc. position peaked at $19.9M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

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