SEC 13F Intelligence

Managers / Q3 2021

WELD CAPITAL MANAGEMENT LLC

CIK 0001739943 · 99 PARK AVENUE, SUITE 1520, NEW YORK, NY, 10016 · 2126593970

Reported Value
$0
Q3 2021
Positions
1
Filings on Record
12
2019–present window
Filed
Nov 15, 2021
original filing

Summary

Compared with Q2 2021, the fund opened 1 new position and exited 209.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $445MQ4 ’18Q1 ’19: $549MQ2 ’19: $544MQ2 ’19Q3 ’19: $546MQ4 ’19: $519MQ4 ’19Q1 ’20: $196MQ2 ’20: $255MQ2 ’20Q3 ’20: $254MQ4 ’20: $254MQ4 ’20Q1 ’21: $237MQ2 ’21: $99MQ2 ’21Q3 ’21: $0filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

vs Q2 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
N/ANEW+00+$0$0
PGPROCTER AND GAMBLE COSOLD OUT13.4K0$2M$0
BACBK OF AMERICA CORPSOLD OUT43.7K0$2M$0
HLTHILTON WORLDWIDE HLDGS INCSOLD OUT14.7K0$2M$0
LYVLIVE NATION ENTERTAINMENT INSOLD OUT19.8K0$2M$0
VZVERIZON COMMUNICATIONS INCSOLD OUT29.9K0$2M$0
AAPLAPPLE INCSOLD OUT11.0K0$2M$0
SBUXSTARBUCKS CORPSOLD OUT10.4K0$1M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2021

1 positions
#IssuerClass% PortfolioValueShares
1N/ACOM$00

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2021$01Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$99M209Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$237M298May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$254M446Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$254M461Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$255M448Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$196M398May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$519M569Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$546M737Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$544M706Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$549M624May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$445M624Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.