Voloridge Investment Management
WBT

Voloridge Investment Management’s Welbilt, Inc. WBT Stock Holding History

Voloridge Investment Management’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
-124,293
Closed -$2.96M – 1689
2022
Q2 		$2.96M Buy
+124,293
New +$2.94M 0.02% 880
2021
Q4 		– Sell
-8,646
Closed -$201K – 1932
2021
Q3 		$201K Sell
8,646
-70,112
-89% -$1.65M ﹤0.01% 1590
2021
Q2 		$1.82M Sell
78,758
-237,505
-75% -$5.04M 0.01% 1019
2021
Q1 		$5.14M Buy
316,263
+26,048
+9% +$392K 0.04% 522
2020
Q4 		$3.83M Buy
290,215
+255,496
+736% +$2.29M 0.03% 516
2020
Q3 		$214K Sell
34,719
-124,959
-78% -$842K ﹤0.01% 1188
2020
Q2 		$972K Sell
159,678
-7,180
-4% -$38.8K 0.01% 861
2020
Q1 		$856K Buy
+166,858
New +$2.01M 0.02% 553
2019
Q3 		– Sell
-61,877
Closed -$1.03M – 1263
2019
Q2 		$1.03M Buy
+61,877
New +$1.01M 0.03% 450
2019
Q1 		– Sell
-89,609
Closed -$996K – 1099
2018
Q4 		$996K Buy
+89,609
New +$1.38M 0.05% 272

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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

Voloridge Investment Management's WBT Position: Q3 2022 in Review

Voloridge Investment Management sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 124,293 shares — an estimated $2.96M sold.

Voloridge Investment Management first reported a position in WBT in Q4 2018 and held it in 10 quarters. The position peaked at $5.14M in Q1 2021. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Voloridge Investment Management reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Voloridge Investment Management sold 124,293 Welbilt, Inc. shares in Q3 2022, an estimated $2.96M.
  • Voloridge Investment Management first reported a position in Welbilt, Inc. in Q4 2018 and held it in 10 quarters.
  • Voloridge Investment Management's Welbilt, Inc. position peaked at $5.14M in Q1 2021.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Voloridge Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.