Caldwell Trust’s Whirlpool WHR Stock Holding History

Caldwell Trust’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	-5	Closed	-$864	–	764
2022 Q1	$864	Hold	5	–	–	﹤0.01%	742
2021 Q4	$1.17K	Buy	+5	New	+$1.1K	﹤0.01%	734

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 $3.37T AUM 44.26% 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

Caldwell Trust's WHR Position: Q2 2022 in Review

Caldwell Trust sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 5 shares — an estimated $864 sold.

Caldwell Trust first reported a position in WHR in Q4 2021 and held it in 2 quarters. The position peaked at $1.17K in Q4 2021. 648 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

Caldwell Trust reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
Caldwell Trust sold 5 Whirlpool shares in Q2 2022, an estimated $864.
Caldwell Trust first reported a position in Whirlpool in Q4 2021 and held it in 2 quarters.
Caldwell Trust's Whirlpool position peaked at $1.17K in Q4 2021.
648 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Caldwell Trust's 13F filing for Q2 2022, filed 2 Oct 2025.