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Alpha Cubed Investments’s Whirlpool WHR Stock Holding History

Alpha Cubed Investments’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
Q1 		– Sell
-2,737
Closed -$642K – 355
2021
Q4 		$642K Hold
2,737
– – 0.04% 151
2021
Q3 		$558K Buy
+2,737
New +$600K 0.04% 153
2015
Q4 		– Sell
-10,757
Closed -$1.72M – 190
2015
Q3 		$1.72M Sell
10,757
-331
-3% -$56K 0.45% 56
2015
Q2 		$1.92M Buy
11,088
+1,531
+16% +$288K 0.51% 58
2015
Q1 		$1.93M Buy
9,557
+1,392
+17% +$283K 0.6% 50
2014
Q4 		$1.58M Sell
8,165
-10,871
-57% -$1.87M 0.62% 51
2014
Q3 		$2.77M Buy
19,036
+868
+5% +$128K 1.31% 21
2014
Q2 		$2.53M Sell
18,168
-5,316
-23% -$780K 1.13% 25
2014
Q1 		$3.51M Buy
+23,484
New +$3.4M 1.82% 9

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Alpha Cubed Investments's WHR Position: Q1 2022 in Review

Alpha Cubed Investments sold out of Whirlpool (WHR) in Q1 2022, closing a stake of 2,737 shares — an estimated $642K sold.

Alpha Cubed Investments first reported a position in WHR in Q1 2014 and held it in 9 quarters. The position peaked at $3.51M in Q1 2014. 672 funds tracked by Wall St. Rank hold WHR as of Q1 2022.

  • Alpha Cubed Investments reported no remaining Whirlpool position as of Q1 2022 after selling out during the quarter.
  • Alpha Cubed Investments sold 2,737 Whirlpool shares in Q1 2022, an estimated $642K.
  • Alpha Cubed Investments first reported a position in Whirlpool in Q1 2014 and held it in 9 quarters.
  • Alpha Cubed Investments's Whirlpool position peaked at $3.51M in Q1 2014.
  • 672 funds tracked by Wall St. Rank held Whirlpool as of Q1 2022.

Based on Alpha Cubed Investments's 13F filing for Q1 2022, filed 22 Apr 2022.