Principal Financial Group
WBT

Principal Financial Group’s Welbilt, Inc. WBT Stock Holding History

Principal Financial 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
-20,405
Closed -$486K – 2615
2022
Q2 		$486K Sell
20,405
-3,337
-14% -$78.8K ﹤0.01% 2068
2022
Q1 		$564K Buy
23,742
+1,508
+7% +$35.8K ﹤0.01% 2088
2021
Q4 		$529K Sell
22,234
-5,186
-19% -$123K ﹤0.01% 2110
2021
Q3 		$637K Buy
27,420
+6,515
+31% +$153K ﹤0.01% 2109
2021
Q2 		$484K Sell
20,905
-126,615
-86% -$2.69M ﹤0.01% 2225
2021
Q1 		$2.4M Buy
147,520
+12,292
+9% +$185K ﹤0.01% 1827
2020
Q4 		$1.78M Buy
135,228
+122,395
+954% +$1.1M ﹤0.01% 1818
2020
Q3 		$79K Sell
12,833
-3,911
-23% -$26.4K ﹤0.01% 2280
2020
Q2 		$102K Sell
16,744
-545
-3% -$2.95K ﹤0.01% 2248
2020
Q1 		$89K Buy
17,289
+4,343
+34% +$52.2K ﹤0.01% 2125
2019
Q4 		$202K Sell
12,946
-2,101
-14% -$36K ﹤0.01% 2139
2019
Q3 		$254K Buy
15,047
+2,696
+22% +$43.8K ﹤0.01% 2090
2019
Q2 		$206K Buy
+12,351
New +$202K ﹤0.01% 2141
2018
Q3 		– Sell
-21,543
Closed -$481K – 2331
2018
Q2 		$481K Buy
21,543
+2,162
+11% +$43.2K ﹤0.01% 1973
2018
Q1 		$377K Sell
19,381
-629
-3% -$13.4K ﹤0.01% 1984
2017
Q4 		$470K Sell
20,010
-1,398
-7% -$30.8K ﹤0.01% 1973
2017
Q3 		$493K Sell
21,408
-3,082
-13% -$62.3K ﹤0.01% 1931
2017
Q2 		$462K Sell
24,490
-474
-2% -$9.26K ﹤0.01% 1964
2017
Q1 		$490K Sell
24,964
-847,548
-97% -$16.2M ﹤0.01% 1921
2016
Q4 		$16.9M Sell
872,512
-7,020
-0.8% -$120K 0.02% 815
2016
Q3 		$14.3M Buy
879,532
+63,005
+8% +$1.08M 0.02% 880
2016
Q2 		$14.4M Buy
816,527
+788,064
+2,769% +$12.6M 0.02% 810
2016
Q1 		$420K Buy
+28,463
New +$414K ﹤0.01% 1872

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

Principal Financial Group's WBT Position: Q3 2022 in Review

Principal Financial Group sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 20,405 shares — an estimated $486K sold.

Principal Financial Group first reported a position in WBT in Q1 2016 and held it in 23 quarters. The position peaked at $16.9M in Q4 2016. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Principal Financial Group reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Principal Financial Group sold 20,405 Welbilt, Inc. shares in Q3 2022, an estimated $486K.
  • Principal Financial Group first reported a position in Welbilt, Inc. in Q1 2016 and held it in 23 quarters.
  • Principal Financial Group's Welbilt, Inc. position peaked at $16.9M in Q4 2016.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Principal Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.