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Baldwin Investment Management’s Whirlpool WHR Stock Holding History

Baldwin Investment Management’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
-885
Closed -$208 – 263
2021
Q4 		$208 Sell
885
-4,872
-85% -$1.07M 0.03% 243
2021
Q3 		$1.17M Buy
5,757
+107
+2% +$23.5K 0.2% 84
2021
Q2 		$1.23M Sell
5,650
-260
-4% -$60.6K 0.21% 83
2021
Q1 		$1.3M Buy
5,910
+1,298
+28% +$258K 0.24% 77
2020
Q4 		$832K Buy
+4,612
New +$883K 0.16% 103

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Baldwin Investment Management's WHR Position: Q1 2022 in Review

Baldwin Investment Management sold out of Whirlpool (WHR) in Q1 2022, closing a stake of 885 shares — an estimated $208 sold.

Baldwin Investment Management first reported a position in WHR in Q4 2020 and held it in 5 quarters. The position peaked at $1.3M in Q1 2021. 671 funds tracked by Wall St. Rank hold WHR as of Q1 2022.

  • Baldwin Investment Management reported no remaining Whirlpool position as of Q1 2022 after selling out during the quarter.
  • Baldwin Investment Management sold 885 Whirlpool shares in Q1 2022, an estimated $208.
  • Baldwin Investment Management first reported a position in Whirlpool in Q4 2020 and held it in 5 quarters.
  • Baldwin Investment Management's Whirlpool position peaked at $1.3M in Q1 2021.
  • 671 funds tracked by Wall St. Rank held Whirlpool as of Q1 2022.

Based on Baldwin Investment Management's 13F filing for Q1 2022, filed 16 May 2022.