STRS Ohio’s Welbilt, Inc. WBT Stock Holding History

STRS Ohio’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	-8,400	Closed	-$200K	–	2144
2022 Q2	$200K	Buy	8,400 +6,100	+265%	+$144K	﹤0.01%	1611
2022 Q1	$54K	Hold	2,300	–	–	﹤0.01%	1934
2021 Q4	$54K	Buy	2,300 +1,300	+130%	+$30.8K	﹤0.01%	1998
2021 Q3	$23K	Hold	1,000	–	–	﹤0.01%	2180
2021 Q2	$23K	Buy	+1,000	New	+$21.2K	﹤0.01%	2176
2019 Q4	–	Sell	-3,600	Closed	-$60K	–	2163
2019 Q3	$60K	Buy	3,600 +1,200	+50%	+$19.5K	﹤0.01%	1844
2019 Q2	$40K	Buy	+2,400	New	+$39.2K	﹤0.01%	1960

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

STRS Ohio's WBT Position: Q3 2022 in Review

STRS Ohio sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 8,400 shares — an estimated $200K sold.

STRS Ohio first reported a position in WBT in Q2 2019 and held it in 7 quarters. The position peaked at $200K in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

STRS Ohio reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
STRS Ohio sold 8,400 Welbilt, Inc. shares in Q3 2022, an estimated $200K.
STRS Ohio first reported a position in Welbilt, Inc. in Q2 2019 and held it in 7 quarters.
STRS Ohio's Welbilt, Inc. position peaked at $200K in Q2 2022.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on STRS Ohio's 13F filing for Q3 2022, filed 27 Oct 2022.