Camelot Portfolios’s Whirlpool WHR Stock Holding History

Camelot Portfolios’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 Q4	–	Sell	-2,716	Closed	-$554K	–	271
2021 Q3	$554K	Buy	2,716 +787	+41%	+$173K	0.28%	106
2021 Q2	$421K	Buy	+1,929	New	+$449K	0.17%	161

Other funds holding WHR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Camelot Portfolios's WHR Position: Q4 2021 in Review

Camelot Portfolios sold out of Whirlpool (WHR) in Q4 2021, closing a stake of 2,716 shares — an estimated $554K sold.

Camelot Portfolios first reported a position in WHR in Q2 2021 and held it in 2 quarters. The position peaked at $554K in Q3 2021. 711 funds tracked by Wall St. Rank hold WHR as of Q4 2021.

Camelot Portfolios reported no remaining Whirlpool position as of Q4 2021 after selling out during the quarter.
Camelot Portfolios sold 2,716 Whirlpool shares in Q4 2021, an estimated $554K.
Camelot Portfolios first reported a position in Whirlpool in Q2 2021 and held it in 2 quarters.
Camelot Portfolios's Whirlpool position peaked at $554K in Q3 2021.
711 funds tracked by Wall St. Rank held Whirlpool as of Q4 2021.

Based on Camelot Portfolios's 13F filing for Q4 2021, filed 4 Jan 2022.