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CPWM LLC’s Whirlpool WHR Stock Holding History

CPWM 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
2022
Q3 		$360K Buy
2,673
+2
+0.1% +$318 0.03% 236
2022
Q2 		$414K Sell
2,671
-437
-14% -$76K 0.04% 253
2022
Q1 		$537K Sell
3,108
-2,022
-39% -$410K 0.04% 208
2021
Q4 		$1.05M Buy
+5,130
New +$1.13M 0.08% 142
2021
Q2 		– Sell
-5,123
Closed -$1.13M – 355
2021
Q1 		$1.13M Buy
5,123
+1,742
+52% +$346K 0.1% 129
2020
Q4 		$610K Sell
3,381
-1,109
-25% -$212K 0.06% 185
2020
Q3 		$826K Sell
4,490
-1,828
-29% -$304K 0.09% 135
2020
Q2 		$818K Buy
+6,318
New +$723K 0.09% 132
2020
Q1 		– Sell
-5,487
Closed -$810K – 286
2019
Q4 		$810K Hold
5,487
– – 0.1% 144
2019
Q3 		$869K Buy
5,487
+124
+2% +$17.8K 0.11% 131
2019
Q2 		$763K Buy
5,363
+1,459
+37% +$196K 0.11% 144
2019
Q1 		$519K Buy
+3,904
New +$516K 0.07% 170

Other funds holding WHR

Vanguard Group
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return