Westchester Capital Management (New York)’s Welbilt, Inc. WBT Stock Holding History

Westchester Capital Management (New York)’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	-1,521,603	Closed	-$36.2M	–	539
2022 Q2	$36.2M	Sell	1,521,603 -32,401	-2%	-$766K	1.01%	30
2022 Q1	$36.9M	Sell	1,554,004 -133,649	-8%	-$3.17M	1%	23
2021 Q4	$40.1M	Hold	1,687,653	–	–	1.14%	15
2021 Q3	$39.2M	Buy	1,687,653 +35,031	+2%	+$823K	1.13%	17
2021 Q2	$38.3M	Buy	+1,652,622	New	+$35.1M	0.89%	23

Other funds holding WBT

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Westchester Capital Management (New York)'s WBT Position: Q3 2022 in Review

Westchester Capital Management (New York) sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 1,521,603 shares — an estimated $36.2M sold.

Westchester Capital Management (New York) first reported a position in WBT in Q2 2021 and held it in 5 quarters. The position peaked at $40.1M in Q4 2021. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

Westchester Capital Management (New York) reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
Westchester Capital Management (New York) sold 1,521,603 Welbilt, Inc. shares in Q3 2022, an estimated $36.2M.
Westchester Capital Management (New York) first reported a position in Welbilt, Inc. in Q2 2021 and held it in 5 quarters.
Westchester Capital Management (New York)'s Welbilt, Inc. position peaked at $40.1M in Q4 2021.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Westchester Capital Management (New York)'s 13F filing for Q3 2022, filed 15 Nov 2022.