PAM
WBT

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

PSquared 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
-2,776,000
Closed -$66.1M – 10
2022
Q2 		$66.1M Buy
2,776,000
+75,300
+3% +$1.78M 52.57% 1
2022
Q1 		$64.1M Hold
2,700,700
– – 23.18% 2
2021
Q4 		$64.2M Buy
2,700,700
+50,700
+2% +$1.2M 6.87% 4
2021
Q3 		$61.6M Buy
+2,650,000
New +$62.3M 7.15% 4

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

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

PSquared Asset Management sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 2,776,000 shares — an estimated $66.1M sold.

PSquared Asset Management first reported a position in WBT in Q3 2021 and held it in 4 quarters. The position peaked at $66.1M in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • PSquared Asset Management reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • PSquared Asset Management sold 2,776,000 Welbilt, Inc. shares in Q3 2022, an estimated $66.1M.
  • PSquared Asset Management first reported a position in Welbilt, Inc. in Q3 2021 and held it in 4 quarters.
  • PSquared Asset Management's Welbilt, Inc. position peaked at $66.1M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on PSquared Asset Management's 13F filing for Q3 2022, filed 8 Nov 2022.