AP
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Advisor Partners’s Whirlpool WHR Stock Holding History

Advisor Partners’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 		$712K Sell
4,599
-7
-0.2% -$1.22K 0.05% 383
2022
Q1 		$796K Sell
4,606
-908
-16% -$184K 0.05% 369
2021
Q4 		$1.29M Buy
5,514
+117
+2% +$25.7K 0.08% 245
2021
Q3 		$1.1M Sell
5,397
-306
-5% -$67.1K 0.07% 254
2021
Q2 		$1.24M Sell
5,703
-157
-3% -$36.6K 0.08% 240
2021
Q1 		$1.29M Sell
5,860
-129
-2% -$25.6K 0.09% 212
2020
Q4 		$1.08M Sell
5,989
-75
-1% -$14.4K 0.08% 232
2020
Q3 		$1.11M Buy
6,064
+66
+1% +$11K 0.1% 184
2020
Q2 		$777K Buy
5,998
+420
+8% +$48.1K 0.07% 244
2020
Q1 		$478K Buy
5,578
+509
+10% +$66.9K 0.06% 312
2019
Q4 		$780K Buy
5,069
+899
+22% +$136K 0.08% 253
2019
Q3 		$660K Buy
4,170
+1,556
+60% +$223K 0.08% 264
2019
Q2 		$372K Buy
2,614
+542
+26% +$72.7K 0.05% 386
2019
Q1 		$275K Buy
+2,072
New +$274K 0.04% 473
2018
Q3 		– Sell
-1,487
Closed -$217K – 651
2018
Q2 		$217K Sell
1,487
-217
-13% -$33K 0.04% 520
2018
Q1 		$261K Sell
1,704
-644
-27% -$108K 0.05% 439
2017
Q4 		$393K Buy
2,348
+59
+3% +$10K 0.07% 326
2017
Q3 		$422K Sell
2,289
-1
-0% -$179 0.08% 275
2017
Q2 		$439K Buy
2,290
+335
+17% +$61.3K 0.1% 242
2017
Q1 		$335K Buy
1,955
+42
+2% +$7.46K 0.09% 292
2016
Q4 		$348K Buy
1,913
+113
+6% +$18.7K 0.1% 243
2016
Q3 		$292K Buy
1,800
+285
+19% +$50.5K 0.1% 263
2016
Q2 		$252K Buy
1,515
+8
+0.5% +$1.41K 0.09% 272
2016
Q1 		$272K Buy
+1,507
New +$225K 0.1% 240
2015
Q3 		– Sell
-1,275
Closed -$258K – 348
2015
Q2 		$258K Hold
1,275
– – 0.1% 248
2015
Q1 		$258K Buy
1,275
+18
+1% +$3.66K 0.11% 248
2014
Q4 		$244K Buy
+1,257
New +$216K 0.11% 248

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisor Partners's WHR Position: Q2 2022 in Review

Advisor Partners reduced its Whirlpool (WHR) stake by 0.15% in Q2 2022, selling an estimated $1.22K and leaving 4,599 shares worth $712K. The position accounts for 0.05% of the portfolio, ranked #383.

Advisor Partners first reported a position in WHR in Q4 2014 and has held it in 27 quarters since. The position peaked at $1.29M in Q4 2021. 648 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

  • Advisor Partners held 4,599 shares of Whirlpool worth $712K as of Q2 2022.
  • Advisor Partners sold 7 Whirlpool shares in Q2 2022, an estimated $1.22K.
  • Whirlpool made up 0.05% of Advisor Partners's portfolio in Q2 2022, its #383 holding.
  • Advisor Partners first reported a position in Whirlpool in Q4 2014 and has held it in 27 quarters since.
  • Advisor Partners's Whirlpool position peaked at $1.29M in Q4 2021.
  • 648 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.