VI
WBT

Versor Investments’s Welbilt, Inc. WBT Stock Holding History

Versor Investments’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
-1,524,203
Closed -$36.3M – 999
2022
Q2 		$36.3M Sell
1,524,203
-2,807,364
-65% -$66.3M 1.39% 23
2022
Q1 		$103M Sell
4,331,567
-36,695
-0.8% -$871K 3.84% 3
2021
Q4 		$104M Buy
4,368,262
+440,460
+11% +$10.4M 3.14% 7
2021
Q3 		$91.3M Buy
3,927,802
+3,814,817
+3,376% +$89.7M 2.81% 9
2021
Q2 		$2.62M Buy
+112,985
New +$2.4M 0.09% 45

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

Versor Investments's WBT Position: Q3 2022 in Review

Versor Investments sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 1,524,203 shares — an estimated $36.3M sold.

Versor Investments first reported a position in WBT in Q2 2021 and held it in 5 quarters. The position peaked at $104M in Q4 2021. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Versor Investments reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Versor Investments sold 1,524,203 Welbilt, Inc. shares in Q3 2022, an estimated $36.3M.
  • Versor Investments first reported a position in Welbilt, Inc. in Q2 2021 and held it in 5 quarters.
  • Versor Investments's Welbilt, Inc. position peaked at $104M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Versor Investments's 13F filing for Q3 2022, filed 25 Oct 2022.