SC
WBT

Sarissa Consulting’s Welbilt, Inc. WBT Stock Holding History

Sarissa Consulting’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
-45,676
Closed -$1.09M – 68
2022
Q2 		$1.09M Buy
45,676
+1,500
+3% +$35.4K 1.55% 27
2022
Q1 		$1.05M Buy
+44,176
New +$1.05M 1.66% 21

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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

Sarissa Consulting's WBT Position: Q3 2022 in Review

Sarissa Consulting sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 45,676 shares — an estimated $1.09M sold.

Sarissa Consulting first reported a position in WBT in Q1 2022 and held it in 2 quarters. The position peaked at $1.09M in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Sarissa Consulting reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Sarissa Consulting sold 45,676 Welbilt, Inc. shares in Q3 2022, an estimated $1.09M.
  • Sarissa Consulting first reported a position in Welbilt, Inc. in Q1 2022 and held it in 2 quarters.
  • Sarissa Consulting's Welbilt, Inc. position peaked at $1.09M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Sarissa Consulting's 13F filing for Q3 2022, filed 14 Nov 2022.