WP
WBT

Woodline Partners’s Welbilt, Inc. WBT Stock Holding History

Woodline Partners’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
-570,002
Closed -$13.6M – 969
2022
Q2 		$13.6M Sell
570,002
-453,655
-44% -$10.7M 0.21% 147
2022
Q1 		$24.3M Buy
1,023,657
+474,956
+87% +$11.3M 0.39% 73
2021
Q4 		$13M Buy
548,701
+150,378
+38% +$3.56M 0.19% 152
2021
Q3 		$9.26M Buy
+398,323
New +$9.36M 0.15% 174

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 $8.74B AUM 14.62% 1-Year Est. Return

Woodline Partners's WBT Position: Q3 2022 in Review

Woodline Partners sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 570,002 shares — an estimated $13.6M sold.

Woodline Partners first reported a position in WBT in Q3 2021 and held it in 4 quarters. The position peaked at $24.3M in Q1 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Woodline Partners reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Woodline Partners sold 570,002 Welbilt, Inc. shares in Q3 2022, an estimated $13.6M.
  • Woodline Partners first reported a position in Welbilt, Inc. in Q3 2021 and held it in 4 quarters.
  • Woodline Partners's Welbilt, Inc. position peaked at $24.3M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Woodline Partners's 13F filing for Q3 2022, filed 14 Nov 2022.