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Carroll Financial Associates’s Whirlpool WHR Stock Holding History

Carroll Financial 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
2021
Q4 		– Sell
-8
Closed -$1.76K – 1964
2021
Q3 		$1K Buy
8
+4
+100% +$877 ﹤0.01% 1732
2021
Q2 		$0 Buy
+4
New +$932 ﹤0.01% 1866
2015
Q4 		– Sell
-10
Closed -$1K – 1172
2015
Q3 		$1K Hold
10
– – ﹤0.01% 1041
2015
Q2 		$2K Hold
10
– – ﹤0.01% 991
2015
Q1 		$2K Hold
10
– – ﹤0.01% 745
2014
Q4 		$2K Buy
+10
New +$1.72K ﹤0.01% 676

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Carroll Financial Associates's WHR Position: Q4 2021 in Review

Carroll Financial Associates sold out of Whirlpool (WHR) in Q4 2021, closing a stake of 8 shares — an estimated $1.76K sold.

Carroll Financial Associates first reported a position in WHR in Q4 2014 and held it in 6 quarters. The position peaked at $2K in Q2 2015. 712 funds tracked by Wall St. Rank hold WHR as of Q4 2021.

  • Carroll Financial Associates reported no remaining Whirlpool position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 8 Whirlpool shares in Q4 2021, an estimated $1.76K.
  • Carroll Financial Associates first reported a position in Whirlpool in Q4 2014 and held it in 6 quarters.
  • Carroll Financial Associates's Whirlpool position peaked at $2K in Q2 2015.
  • 712 funds tracked by Wall St. Rank held Whirlpool as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.