Capital Analysts LLC’s Whirlpool WHR Stock Holding History

Capital Analysts LLC’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	–	Sell	-40	Closed	-$9K	–	1034
2021 Q2	$9K	Sell	40 -310	-89%	-$72.2K	﹤0.01%	767
2021 Q1	$77K	Buy	+350	New	+$69.5K	0.01%	516
2017 Q4	–	Sell	-303	Closed	-$56K	–	482
2017 Q3	$56K	Sell	303 -15,432	-98%	-$2.76M	0.01%	298
2017 Q2	$3.02M	Buy	15,735 +817	+5%	+$149K	0.43%	53
2017 Q1	$2.56M	Buy	14,918 +238	+2%	+$42.3K	0.4%	68
2016 Q4	$2.67M	Buy	14,680 +848	+6%	+$140K	0.47%	55
2016 Q3	$2.24M	Buy	13,832 +13,586	+5,523%	+$2.41M	0.42%	66
2016 Q2	$41K	Buy	+246	New	+$43.4K	0.01%	276
2015 Q3	–	Sell	-84	Closed	-$14.5K	–	391
2015 Q2	$14.5K	Sell	84 -295	-78%	-$55.4K	﹤0.01%	344
2015 Q1	$76.6K	Hold	379	–	–	0.02%	224
2014 Q4	$73.4K	Hold	379	–	–	0.02%	215
2014 Q3	$55.2K	Hold	379	–	–	0.01%	235
2014 Q2	$52.8K	Buy	379 +286	+308%	+$42K	0.01%	234
2014 Q1	$13.9K	Buy	+93	New	+$13.5K	﹤0.01%	302

Other funds holding WHR

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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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 $95.5B AUM 28.4% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return