ACI
WHR icon

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 $5.7T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return