44 Wealth Management’s Whirlpool WHR Stock Holding History

44 Wealth Management’s Portfolio WHR Stock Details WHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,314	Closed	-$1.09M	–	184
2022 Q1	$1.09M	Sell	6,314 -613	-9%	-$124K	0.39%	72
2021 Q4	$1.63M	Sell	6,927 -113	-2%	-$24.8K	0.56%	44
2021 Q3	$1.44M	Sell	7,040 -157	-2%	-$34.4K	0.55%	50
2021 Q2	$1.57M	Buy	+7,197	New	+$1.68M	0.6%	48

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

44 Wealth Management's WHR Position: Q2 2022 in Review

44 Wealth Management sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 6,314 shares — an estimated $1.09M sold.

44 Wealth Management first reported a position in WHR in Q2 2021 and held it in 4 quarters. The position peaked at $1.63M in Q4 2021. 648 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

44 Wealth Management reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
44 Wealth Management sold 6,314 Whirlpool shares in Q2 2022, an estimated $1.09M.
44 Wealth Management first reported a position in Whirlpool in Q2 2021 and held it in 4 quarters.
44 Wealth Management's Whirlpool position peaked at $1.63M in Q4 2021.
648 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on 44 Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.