WT
WBT

Whittier Trust’s Welbilt, Inc. WBT Stock Holding History

Whittier Trust’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
-1,911
Closed -$45K – 1795
2022
Q2 		$45K Hold
1,911
– – ﹤0.01% 979
2022
Q1 		$45K Hold
1,911
– – ﹤0.01% 1002
2021
Q4 		$45K Hold
1,911
– – ﹤0.01% 1007
2021
Q3 		$44K Sell
1,911
-5,045
-73% -$119K ﹤0.01% 965
2021
Q2 		$161K Hold
6,956
– – ﹤0.01% 697
2021
Q1 		$113K Hold
6,956
– – ﹤0.01% 756
2020
Q4 		$92K Hold
6,956
– – ﹤0.01% 731
2020
Q3 		$43K Buy
6,956
+6,748
+3,244% +$45.5K ﹤0.01% 866
2020
Q2 		$1K Hold
208
– – ﹤0.01% 1382
2020
Q1 		$1K Hold
208
– – ﹤0.01% 1453
2019
Q4 		$3K Buy
+208
New +$3.56K ﹤0.01% 1335

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

Whittier Trust's WBT Position: Q3 2022 in Review

Whittier Trust sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 1,911 shares — an estimated $45K sold.

Whittier Trust first reported a position in WBT in Q4 2019 and held it in 11 quarters. The position peaked at $161K in Q2 2021. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Whittier Trust reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Whittier Trust sold 1,911 Welbilt, Inc. shares in Q3 2022, an estimated $45K.
  • Whittier Trust first reported a position in Welbilt, Inc. in Q4 2019 and held it in 11 quarters.
  • Whittier Trust's Welbilt, Inc. position peaked at $161K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Whittier Trust's 13F filing for Q3 2022, filed 21 Oct 2022.