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

Rockefeller 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	-267	Closed	-$6K	–	4613
2022 Q2	$6K	Sell	267 -42	-14%	-$992	﹤0.01%	3409
2022 Q1	$7K	Buy	309 +42	+16%	+$997	﹤0.01%	3246
2021 Q4	$6K	Hold	267	–	–	﹤0.01%	3232
2021 Q3	$6K	Sell	267 -136	-34%	-$3.2K	﹤0.01%	3139
2021 Q2	$9K	Sell	403 -609	-60%	-$12.9K	﹤0.01%	2839
2021 Q1	$16K	Buy	+1,012	New	+$15.2K	﹤0.01%	2397
2020 Q4	–	Sell	-61	Closed	–	–	3064
2020 Q3	$0	Hold	61	–	–	﹤0.01%	2882
2020 Q2	$0	Buy	+61	New	+$330	﹤0.01%	2734
2019 Q2	–	Sell	-255	Closed	-$4K	–	2063
2019 Q1	$4K	Buy	+255	New	+$3.72K	﹤0.01%	1692

Other funds holding WBT

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

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

Rockefeller Capital Management sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 267 shares — an estimated $6K sold.

Rockefeller Capital Management first reported a position in WBT in Q1 2019 and held it in 9 quarters. The position peaked at $16K in Q1 2021. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

Rockefeller Capital Management reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
Rockefeller Capital Management sold 267 Welbilt, Inc. shares in Q3 2022, an estimated $6K.
Rockefeller Capital Management first reported a position in Welbilt, Inc. in Q1 2019 and held it in 9 quarters.
Rockefeller Capital Management's Welbilt, Inc. position peaked at $16K in Q1 2021.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Rockefeller Capital Management's 13F filing for Q3 2022, filed 2 Nov 2022.