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Bivin & Associates’s Whirlpool WHR Stock Holding History

Bivin & Associates’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 		$25K Hold
160
– – 0.03% 111
2022
Q1 		$28K Buy
160
+20
+14% +$4.05K 0.03% 118
2021
Q4 		$33K Buy
+140
New +$30.7K 0.03% 110

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 $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bivin & Associates's WHR Position: Q2 2022 in Review

Bivin & Associates held its Whirlpool (WHR) position steady in Q2 2022 at 160 shares worth $25K. The position accounts for 0.03% of the portfolio, ranked #111.

Bivin & Associates first reported a position in WHR in Q4 2021 and has held it in 3 quarters since. The position peaked at $33K in Q4 2021. 649 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

  • Bivin & Associates held 160 shares of Whirlpool worth $25K as of Q2 2022.
  • Bivin & Associates left its Whirlpool share count unchanged in Q2 2022.
  • Whirlpool made up 0.03% of Bivin & Associates's portfolio in Q2 2022, its #111 holding.
  • Bivin & Associates first reported a position in Whirlpool in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Whirlpool position peaked at $33K in Q4 2021.
  • 649 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.