UBS AM
WBT

UBS AM’s Welbilt, Inc. WBT Stock Holding History

UBS AM’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
-138,468
Closed -$3.3M – 2802
2022
Q2 		$3.3M Sell
138,468
-10,622
-7% -$251K ﹤0.01% 1385
2022
Q1 		$3.54M Sell
149,090
-11,737
-7% -$279K ﹤0.01% 1506
2021
Q4 		$3.82M Sell
160,827
-1,487
-0.9% -$35.2K ﹤0.01% 1540
2021
Q3 		$3.77M Sell
162,314
-24,333
-13% -$572K ﹤0.01% 1489
2021
Q2 		$4.32M Buy
186,647
+20,829
+13% +$442K ﹤0.01% 1441
2021
Q1 		$2.69M Sell
165,818
-1,102
-0.7% -$16.6K ﹤0.01% 1631
2020
Q4 		$2.2M Buy
166,920
+37,057
+29% +$333K ﹤0.01% 1641
2020
Q3 		$800K Sell
129,863
-2,026
-2% -$13.7K ﹤0.01% 1936
2020
Q2 		$803K Sell
131,889
-45,278
-26% -$245K ﹤0.01% 1896
2020
Q1 		$909K Buy
177,167
+25,591
+17% +$308K ﹤0.01% 1729
2019
Q4 		$2.37M Buy
151,576
+18,134
+14% +$310K ﹤0.01% 1517
2019
Q3 		$2.25M Buy
133,442
+5,920
+5% +$96.1K ﹤0.01% 1565
2019
Q2 		$2.13M Sell
127,522
-12,878
-9% -$211K ﹤0.01% 1560
2019
Q1 		$2.3M Buy
140,400
+15,712
+13% +$229K ﹤0.01% 1450
2018
Q4 		$1.39M Sell
124,688
-12,686
-9% -$196K ﹤0.01% 1597
2018
Q3 		$2.87M Buy
137,374
+10,189
+8% +$224K ﹤0.01% 1351
2018
Q2 		$2.84M Sell
127,185
-10,340
-8% -$207K ﹤0.01% 1365
2018
Q1 		$2.67M Sell
137,525
-3,851
-3% -$82.2K ﹤0.01% 1355
2017
Q4 		$3.32M Buy
141,376
+23,000
+19% +$507K ﹤0.01% 1241
2017
Q3 		$2.73M Buy
118,376
+4,771
+4% +$96.5K ﹤0.01% 1283
2017
Q2 		$2.14M Buy
113,605
+3,725
+3% +$72.8K ﹤0.01% 1337
2017
Q1 		$2.16M Buy
109,880
+18,478
+20% +$354K ﹤0.01% 1321
2016
Q4 		$1.77M Sell
91,402
-27,977
-23% -$478K ﹤0.01% 1339
2016
Q3 		$1.94M Buy
119,379
+1,383
+1% +$23.6K ﹤0.01% 1388
2016
Q2 		$2.08M Buy
117,996
+32,487
+38% +$518K ﹤0.01% 1347
2016
Q1 		$1.26M Buy
+85,509
New +$1.24M ﹤0.01% 1550

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

UBS AM's WBT Position: Q3 2022 in Review

UBS AM sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 138,468 shares — an estimated $3.3M sold.

UBS AM first reported a position in WBT in Q1 2016 and held it in 26 quarters. The position peaked at $4.32M in Q2 2021. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • UBS AM reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • UBS AM sold 138,468 Welbilt, Inc. shares in Q3 2022, an estimated $3.3M.
  • UBS AM first reported a position in Welbilt, Inc. in Q1 2016 and held it in 26 quarters.
  • UBS AM's Welbilt, Inc. position peaked at $4.32M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on UBS AM's 13F filing for Q3 2022, filed 14 Nov 2022.