CX Institutional’s Whirlpool WHR Stock Holding History

CX Institutional’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
2023 Q1	–	Sell	-9,803	Closed	-$1.39M	–	600
2022 Q4	$1.39M	Sell	9,803 -5,212	-35%	-$741K	0.08%	234
2022 Q3	$2.02M	Buy	15,015 +14,678	+4,355%	+$2.34M	0.14%	180
2022 Q2	$52K	Buy	+337	New	+$58.6K	﹤0.01%	668
2021 Q4	–	Sell	-311	Closed	-$63K	–	901
2021 Q3	$63K	Buy	311 +11	+4%	+$2.41K	0.01%	537
2021 Q2	$65K	Buy	300 +7	+2%	+$1.63K	0.01%	515
2021 Q1	$65K	Buy	293 +23	+9%	+$4.57K	0.01%	442
2020 Q4	$49K	Buy	270 +20	+8%	+$3.83K	﹤0.01%	445
2020 Q3	$46K	Sell	250 -91	-27%	-$15.1K	0.01%	396
2020 Q2	$44K	Buy	341 +104	+44%	+$11.9K	0.01%	351
2020 Q1	$20K	Buy	237 +220	+1,294%	+$28.9K	﹤0.01%	384
2019 Q4	$3K	Sell	17 -13,216	-100%	-$2M	﹤0.01%	648
2019 Q3	$2.1M	Buy	13,233 +13,222	+120,200%	+$1.9M	0.34%	76
2019 Q2	$2K	Buy	11 +5	+83%	+$671	﹤0.01%	793
2019 Q1	$1K	Buy	+6	New	+$792	﹤0.01%	773

Other funds holding WHR

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

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return