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Affinity Investment Advisors’s Whirlpool WHR Stock Holding History

Affinity Investment Advisors’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
-1,185
Closed -$205K – 214
2022
Q1 		$205K Buy
1,185
+129
+12% +$26.1K 0.08% 197
2021
Q4 		$248K Buy
+1,056
New +$232K 0.1% 175
2016
Q1 		– Sell
-91,723
Closed -$13.5M – 175
2015
Q4 		$13.5M Sell
91,723
-7,227
-7% -$1.12M 1.16% 39
2015
Q3 		$14.6M Sell
98,950
-1,291
-1% -$218K 1.33% 32
2015
Q2 		$17.3M Sell
100,241
-7,727
-7% -$1.45M 1.39% 24
2015
Q1 		$21.8M Buy
107,968
+14,485
+15% +$2.94M 1.57% 17
2014
Q4 		$18.1M Buy
+93,483
New +$16.1M 1.67% 17
2014
Q3 		– Sell
-115,074
Closed -$16M – 122
2014
Q2 		$16M Buy
115,074
+2,098
+2% +$308K 1.82% 18
2014
Q1 		$16.9M Buy
112,976
+1,910
+2% +$276K 1.99% 10
2013
Q4 		$17.4M Sell
111,066
-4,000
-3% -$587K 2.12% 9
2013
Q3 		$16.9M Sell
115,066
-50,408
-30% -$6.67M 2.18% 10
2013
Q2 		$18.9M Buy
+165,474
New +$20.1M 1.65% 23

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

Affinity Investment Advisors's WHR Position: Q2 2022 in Review

Affinity Investment Advisors sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 1,185 shares — an estimated $205K sold.

Affinity Investment Advisors first reported a position in WHR in Q2 2013 and held it in 12 quarters. The position peaked at $21.8M in Q1 2015. 648 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

  • Affinity Investment Advisors reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
  • Affinity Investment Advisors sold 1,185 Whirlpool shares in Q2 2022, an estimated $205K.
  • Affinity Investment Advisors first reported a position in Whirlpool in Q2 2013 and held it in 12 quarters.
  • Affinity Investment Advisors's Whirlpool position peaked at $21.8M in Q1 2015.
  • 648 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Affinity Investment Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.