Bedel Financial Consulting’s Whirlpool WHR Stock Holding History

Bedel Financial Consulting’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	-144	Closed	-$25K	–	921
2022 Q1	$25K	Sell	144 -11	-7%	-$2.23K	0.01%	515
2021 Q4	$36K	Sell	155 -10	-6%	-$2.2K	0.01%	464
2021 Q3	$34K	Hold	165	–	–	0.01%	453
2021 Q2	$36K	Hold	165	–	–	0.01%	444
2021 Q1	$36K	Hold	165	–	–	0.01%	420
2020 Q4	$30K	Hold	165	–	–	0.01%	392
2020 Q3	$30K	Buy	165 +1	+0.6%	+$166	0.02%	373
2020 Q2	$21K	Hold	164	–	–	0.01%	402
2020 Q1	$14K	Hold	164	–	–	0.01%	434
2019 Q4	$24K	Hold	164	–	–	0.01%	390
2019 Q3	$26K	Buy	164 +1	+0.6%	+$144	0.02%	369
2019 Q2	$23K	Hold	163	–	–	0.01%	377
2019 Q1	$22K	Hold	163	–	–	0.01%	380
2018 Q4	$17K	Hold	163	–	–	0.01%	387
2018 Q3	$17K	Hold	163	–	–	0.01%	398
2018 Q2	$24K	Hold	163	–	–	0.02%	353
2018 Q1	$25K	Buy	+163	New	+$27.2K	0.02%	358

Other funds holding WHR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bedel Financial Consulting's WHR Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 144 shares — an estimated $25K sold.

Bedel Financial Consulting first reported a position in WHR in Q1 2018 and held it in 17 quarters. The position peaked at $36K in Q4 2021. 649 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

Bedel Financial Consulting reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 144 Whirlpool shares in Q2 2022, an estimated $25K.
Bedel Financial Consulting first reported a position in Whirlpool in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Whirlpool position peaked at $36K in Q4 2021.
649 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.