UOC
WBT

UBS O'Connor’s Welbilt, Inc. WBT Stock Holding History

UBS O'Connor’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
-9,109,158
Closed -$217M – 1073
2022
Q2 		$217M Buy
+9,109,158
New +$215M 2.26% 12
2022
Q1 		– Sell
-3,852,466
Closed -$91.6M – 822
2021
Q4 		$91.6M Buy
+3,852,466
New +$91.2M 0.88% 14

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 O'Connor's WBT Position: Q3 2022 in Review

UBS O'Connor sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 9,109,158 shares — an estimated $217M sold.

UBS O'Connor first reported a position in WBT in Q4 2021 and held it in 2 quarters. The position peaked at $217M in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • UBS O'Connor reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • UBS O'Connor sold 9,109,158 Welbilt, Inc. shares in Q3 2022, an estimated $217M.
  • UBS O'Connor first reported a position in Welbilt, Inc. in Q4 2021 and held it in 2 quarters.
  • UBS O'Connor's Welbilt, Inc. position peaked at $217M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

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