Wellington Management Group’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-30,378
| Closed | -$723K | – | 2234 |
|
|
2022
Q2 | $723K | Buy |
30,378
+62
| +0.2% | +$1.47K | ﹤0.01% | 1730 |
|
|
2022
Q1 | $720K | Sell |
30,316
-67,460
| -69% | -$1.6M | ﹤0.01% | 1800 |
|
|
2021
Q4 | $2.32M | Sell |
97,776
-760,689
| -89% | -$18M | ﹤0.01% | 1632 |
|
|
2021
Q3 | $20M | Sell |
858,465
-897,845
| -51% | -$21.1M | ﹤0.01% | 1092 |
|
|
2021
Q2 | $40.7M | Buy |
1,756,310
+1,297,175
| +283% | +$27.5M | 0.01% | 888 |
|
|
2021
Q1 | $7.46M | Sell |
459,135
-719,887
| -61% | -$10.8M | ﹤0.01% | 1320 |
|
|
2020
Q4 | $15.6M | Buy |
+1,179,022
| New | +$10.6M | ﹤0.01% | 1087 |
|
|
2019
Q3 | – | Sell |
-950,919
| Closed | -$15.9M | – | 2153 |
|
|
2019
Q2 | $15.9M | Buy |
950,919
+41,831
| +5% | +$684K | ﹤0.01% | 1072 |
|
|
2019
Q1 | $14.9M | Buy |
909,088
+25,085
| +3% | +$366K | ﹤0.01% | 1084 |
|
|
2018
Q4 | $9.82M | Buy |
884,003
+77,275
| +10% | +$1.19M | ﹤0.01% | 1189 |
|
|
2018
Q3 | $16.8M | Buy |
806,728
+47,822
| +6% | +$1.05M | ﹤0.01% | 1135 |
|
|
2018
Q2 | $16.9M | Buy |
758,906
+20,018
| +3% | +$400K | ﹤0.01% | 1130 |
|
|
2018
Q1 | $14.4M | Buy |
738,888
+15,254
| +2% | +$326K | ﹤0.01% | 1178 |
|
|
2017
Q4 | $17M | Sell |
723,634
-201
| -0% | -$4.43K | ﹤0.01% | 1110 |
|
|
2017
Q3 | $16.7M | Buy |
723,835
+21,066
| +3% | +$426K | ﹤0.01% | 1124 |
|
|
2017
Q2 | $13.2M | Buy |
702,769
+25,633
| +4% | +$501K | ﹤0.01% | 1137 |
|
|
2017
Q1 | $13.3M | Sell |
677,136
-902
| -0.1% | -$17.3K | ﹤0.01% | 1158 |
|
|
2016
Q4 | $13.1M | Buy |
678,038
+98,065
| +17% | +$1.67M | ﹤0.01% | 1120 |
|
|
2016
Q3 | $9.41M | Buy |
579,973
+314,563
| +119% | +$5.37M | ﹤0.01% | 1198 |
|
|
2016
Q2 | $4.68M | Buy |
+265,410
| New | +$4.23M | ﹤0.01% | 1365 |
|
Other funds holding WBT
Wellington Management Group's WBT Position: Q3 2022 in Review
Wellington Management Group sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 30,378 shares — an estimated $723K sold.
Wellington Management Group first reported a position in WBT in Q2 2016 and held it in 20 quarters. The position peaked at $40.7M in Q2 2021. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.
- Wellington Management Group reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
- Wellington Management Group sold 30,378 Welbilt, Inc. shares in Q3 2022, an estimated $723K.
- Wellington Management Group first reported a position in Welbilt, Inc. in Q2 2016 and held it in 20 quarters.
- Wellington Management Group's Welbilt, Inc. position peaked at $40.7M in Q2 2021.
- 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.
Based on Wellington Management Group's 13F filing for Q3 2022, filed 14 Nov 2022.