BCA
WHR icon

Berman Capital Advisors’s Whirlpool WHR Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$47K Buy
234
+67
+40% +$14.7K 0.01% 707
2021
Q2 		$36K Buy
167
+65
+64% +$15.1K 0.01% 707
2021
Q1 		$22K Buy
102
+67
+191% +$13.3K ﹤0.01% 756
2020
Q4 		$6K Hold
35
– – ﹤0.01% 1107
2020
Q3 		$6K Hold
35
– – ﹤0.01% 995
2020
Q2 		$4K Sell
35
-72
-67% -$8.24K ﹤0.01% 1089
2020
Q1 		$9K Buy
107
+37
+53% +$4.86K ﹤0.01% 708
2019
Q4 		$10K Hold
70
– – ﹤0.01% 755
2019
Q3 		$11K Hold
70
– – ﹤0.01% 693
2019
Q2 		$9K Buy
70
+48
+218% +$6.44K ﹤0.01% 790
2019
Q1 		$2K Hold
22
– – ﹤0.01% 1141
2018
Q4 		$2K Buy
+22
New +$2.5K ﹤0.01% 913

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Berman Capital Advisors's WHR Position: Q3 2021 in Review

Berman Capital Advisors increased its Whirlpool (WHR) stake by 40% in Q3 2021, buying an estimated $14.7K and bringing the position to 234 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #707.

Berman Capital Advisors first reported a position in WHR in Q4 2018 and has held it in 12 quarters since. 643 funds tracked by Wall St. Rank hold WHR as of Q3 2021.

  • Berman Capital Advisors held 234 shares of Whirlpool worth $47K as of Q3 2021.
  • Berman Capital Advisors bought 67 Whirlpool shares in Q3 2021, an estimated $14.7K.
  • Whirlpool made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #707 holding.
  • Berman Capital Advisors first reported a position in Whirlpool in Q4 2018 and has held it in 12 quarters since.
  • 643 funds tracked by Wall St. Rank held Whirlpool as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.