RIM
WBT

Redwood Investment Management’s Welbilt, Inc. WBT Stock Holding History

Redwood Investment 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
-109,777
Closed -$2.61M – 304
2022
Q2 		$2.61M Sell
109,777
-10,579
-9% -$250K 0.44% 64
2022
Q1 		$2.86M Buy
120,356
+25,392
+27% +$603K 0.42% 55
2021
Q4 		$2.26M Buy
94,964
+6,733
+8% +$159K 0.3% 71
2021
Q3 		$2.05M Buy
88,231
+14,232
+19% +$335K 0.29% 74
2021
Q2 		$1.71M Sell
73,999
-16,170
-18% -$343K 0.28% 79
2021
Q1 		$1.47M Sell
90,169
-34,279
-28% -$516K 0.28% 68
2020
Q4 		$1.64M Sell
124,448
-60,004
-33% -$539K 0.27% 59
2020
Q3 		$1.14M Buy
184,452
+19,700
+12% +$133K 0.28% 59
2020
Q2 		$1M Buy
164,752
+2,324
+1% +$12.6K 0.29% 54
2020
Q1 		$833K Buy
162,428
+85,479
+111% +$1.03M 0.53% 21
2019
Q4 		$1.2M Buy
76,949
+14,055
+22% +$241K 0.3% 66
2019
Q3 		$1.06M Buy
62,894
+695
+1% +$11.3K 0.29% 66
2019
Q2 		$1.04M Buy
62,199
+1,976
+3% +$32.3K 0.29% 55
2019
Q1 		$986K Sell
60,223
-5,456
-8% -$79.6K 0.42% 79
2018
Q4 		$730K Buy
65,679
+18,694
+40% +$288K 0.55% 17
2018
Q3 		$981K Sell
46,985
-1,476
-3% -$32.5K 0.36% 73
2018
Q2 		$1.08M Sell
48,461
-8,092
-14% -$162K 0.42% 59
2018
Q1 		$1.1M Buy
56,553
+37,360
+195% +$798K 0.33% 65
2017
Q4 		$451K Buy
+19,193
New +$423K 0.19% 55

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

Redwood Investment Management's WBT Position: Q3 2022 in Review

Redwood Investment Management sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 109,777 shares — an estimated $2.61M sold.

Redwood Investment Management first reported a position in WBT in Q4 2017 and held it in 19 quarters. The position peaked at $2.86M in Q1 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Redwood Investment Management reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Redwood Investment Management sold 109,777 Welbilt, Inc. shares in Q3 2022, an estimated $2.61M.
  • Redwood Investment Management first reported a position in Welbilt, Inc. in Q4 2017 and held it in 19 quarters.
  • Redwood Investment Management's Welbilt, Inc. position peaked at $2.86M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

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