William Blair & Company
WBT

William Blair & Company’s Welbilt, Inc. WBT Stock Holding History

William Blair & Company’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
-14,303
Closed -$341K – 1920
2022
Q2 		$341K Sell
14,303
-250
-2% -$5.91K ﹤0.01% 1215
2022
Q1 		$346K Sell
14,553
-3,173
-18% -$75.3K ﹤0.01% 1300
2021
Q4 		$421K Sell
17,726
-2,165
-11% -$51.3K ﹤0.01% 1282
2021
Q3 		$462K Sell
19,891
-26,365
-57% -$620K ﹤0.01% 1181
2021
Q2 		$1.07M Sell
46,256
-1,561
-3% -$33.1K ﹤0.01% 894
2021
Q1 		$777K Sell
47,817
-824
-2% -$12.4K ﹤0.01% 979
2020
Q4 		$642K Buy
48,641
+2,408
+5% +$21.6K ﹤0.01% 1010
2020
Q3 		$285K Buy
46,233
+3,176
+7% +$21.4K ﹤0.01% 1159
2020
Q2 		$262K Buy
43,057
+7,385
+21% +$40K ﹤0.01% 1149
2020
Q1 		$183K Buy
35,672
+1,161
+3% +$14K ﹤0.01% 1191
2019
Q4 		$539K Buy
34,511
+1,536
+5% +$26.3K ﹤0.01% 961
2019
Q3 		$556K Buy
32,975
+18,877
+134% +$306K ﹤0.01% 914
2019
Q2 		$235K Sell
14,098
-130
-0.9% -$2.13K ﹤0.01% 1241
2019
Q1 		$233K Sell
14,228
-1,000
-7% -$14.6K ﹤0.01% 1247
2018
Q4 		$169K Sell
15,228
-315
-2% -$4.86K ﹤0.01% 1257
2018
Q3 		$325K Sell
15,543
-39,775
-72% -$876K ﹤0.01% 1113
2018
Q2 		$1.23M Sell
55,318
-3,245
-6% -$64.9K 0.01% 659
2018
Q1 		$1.14M Sell
58,563
-1,625
-3% -$34.7K 0.01% 681
2017
Q4 		$1.42M Sell
60,188
-175
-0.3% -$3.86K 0.01% 651
2017
Q3 		$1.39M Buy
60,363
+13,513
+29% +$273K 0.01% 635
2017
Q2 		$883K Buy
+46,850
New +$916K 0.01% 792

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

William Blair & Company's WBT Position: Q3 2022 in Review

William Blair & Company sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 14,303 shares — an estimated $341K sold.

William Blair & Company first reported a position in WBT in Q2 2017 and held it in 21 quarters. The position peaked at $1.42M in Q4 2017. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • William Blair & Company reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • William Blair & Company sold 14,303 Welbilt, Inc. shares in Q3 2022, an estimated $341K.
  • William Blair & Company first reported a position in Welbilt, Inc. in Q2 2017 and held it in 21 quarters.
  • William Blair & Company's Welbilt, Inc. position peaked at $1.42M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on William Blair & Company's 13F filing for Q3 2022, filed 9 Nov 2022.