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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

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

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

Boston Partners

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

Dimensional Fund Advisors

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

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