YCM
WBT

Yakira Capital Management’s Welbilt, Inc. WBT Stock Holding History

Yakira Capital Management’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
-141,198
Closed -$3.36M – 501
2022
Q2 		$3.36M Buy
141,198
+63,753
+82% +$1.51M 0.53% 79
2022
Q1 		$1.84M Hold
77,445
– – 0.26% 135
2021
Q4 		$1.84M Hold
77,445
– – 0.23% 128
2021
Q3 		$1.8M Buy
+77,445
New +$1.82M 0.28% 101

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

Yakira Capital Management's WBT Position: Q3 2022 in Review

Yakira Capital Management sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 141,198 shares — an estimated $3.36M sold.

Yakira Capital Management first reported a position in WBT in Q3 2021 and held it in 4 quarters. The position peaked at $3.36M in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

  • Yakira Capital Management reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
  • Yakira Capital Management sold 141,198 Welbilt, Inc. shares in Q3 2022, an estimated $3.36M.
  • Yakira Capital Management first reported a position in Welbilt, Inc. in Q3 2021 and held it in 4 quarters.
  • Yakira Capital Management's Welbilt, Inc. position peaked at $3.36M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Yakira Capital Management's 13F filing for Q3 2022, filed 10 Nov 2022.