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 $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