CSat Investment Advisory’s Whirlpool WHR Stock Holding History

CSat Investment Advisory’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 Q1	$67K	Buy	304 +27	+10%	+$5.36K	0.06%	135
2020 Q4	$50K	Sell	277 -659	-70%	-$126K	0.05%	152
2020 Q3	$172K	Sell	936 -1,550	-62%	-$258K	0.02%	306
2020 Q2	$322K	Sell	2,486 -1,034	-29%	-$118K	0.04%	230
2020 Q1	$302K	Buy	3,520 +611	+21%	+$80.3K	0.06%	185
2019 Q4	$430K	Buy	2,909 +471	+19%	+$71.1K	0.11%	166
2019 Q3	$386K	Buy	2,438 +2,109	+641%	+$303K	0.12%	158
2019 Q2	$47K	Buy	329 +88	+37%	+$11.8K	0.02%	564
2019 Q1	$32K	Sell	241 -64	-21%	-$8.45K	0.02%	218
2018 Q4	$33K	Buy	305 +103	+51%	+$11.7K	0.02%	187
2018 Q3	$24K	Sell	202 -2,906	-94%	-$385K	0.01%	195
2018 Q2	$455K	Buy	+3,108	New	+$472K	0.24%	84
2013 Q3	–	Sell	-145,883	Closed	-$16.7M	–	28
2013 Q2	$16.7M	Buy	+145,883	New	+$17.7M	5.94%	2

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 $8.66B AUM 17.37% 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

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

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

CSat Investment Advisory's WHR Position: Q1 2021 in Review

CSat Investment Advisory increased its Whirlpool (WHR) stake by 9.7% in Q1 2021, buying an estimated $5.36K and bringing the position to 304 shares worth $67K. The position accounts for 0.06% of the portfolio, ranked #135.

CSat Investment Advisory first reported a position in WHR in Q2 2013 and has held it in 13 quarters since. The position peaked at $16.7M in Q2 2013. 644 funds tracked by Wall St. Rank hold WHR as of Q1 2021.

CSat Investment Advisory held 304 shares of Whirlpool worth $67K as of Q1 2021.
CSat Investment Advisory bought 27 Whirlpool shares in Q1 2021, an estimated $5.36K.
Whirlpool made up 0.06% of CSat Investment Advisory's portfolio in Q1 2021, its #135 holding.
CSat Investment Advisory first reported a position in Whirlpool in Q2 2013 and has held it in 13 quarters since.
CSat Investment Advisory's Whirlpool position peaked at $16.7M in Q2 2013.
644 funds tracked by Wall St. Rank held Whirlpool as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.