Capitolis Advisors’s Whirlpool WHR Stock Holding History

Capitolis 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 Q2	–	Sell	-3,630	Closed	-$800K	–	476
2021 Q1	$800K	Hold	3,630	–	–	0.01%	319
2020 Q4	$655K	Buy	+3,630	New	+$695K	0.01%	442

Other funds holding WHR

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

LAM

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capitolis Advisors's WHR Position: Q2 2021 in Review

Capitolis Advisors sold out of Whirlpool (WHR) in Q2 2021, closing a stake of 3,630 shares — an estimated $800K sold.

Capitolis Advisors first reported a position in WHR in Q4 2020 and held it in 2 quarters. The position peaked at $800K in Q1 2021. 661 funds tracked by Wall St. Rank hold WHR as of Q2 2021.

Capitolis Advisors reported no remaining Whirlpool position as of Q2 2021 after selling out during the quarter.
Capitolis Advisors sold 3,630 Whirlpool shares in Q2 2021, an estimated $800K.
Capitolis Advisors first reported a position in Whirlpool in Q4 2020 and held it in 2 quarters.
Capitolis Advisors's Whirlpool position peaked at $800K in Q1 2021.
661 funds tracked by Wall St. Rank held Whirlpool as of Q2 2021.

Based on Capitolis Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.