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Denali Advisors’s Whirlpool WHR Stock Holding History

Denali 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
2022
Q2 		– Sell
-200
Closed -$35K – 421
2022
Q1 		$35K Hold
200
– – 0.01% 277
2021
Q4 		$47K Hold
200
– – 0.02% 255
2021
Q3 		$41K Buy
+200
New +$43.9K 0.02% 187
2014
Q2 		– Sell
-1,400
Closed -$209K – 294
2014
Q1 		$209K Sell
1,400
-2,300
-62% -$333K 0.06% 120
2013
Q4 		$580K Hold
3,700
– – 0.18% 104
2013
Q3 		$542K Buy
+3,700
New +$489K 0.19% 102

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $552B AUM 44.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Denali Advisors's WHR Position: Q2 2022 in Review

Denali Advisors sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 200 shares — an estimated $35K sold.

Denali Advisors first reported a position in WHR in Q3 2013 and held it in 6 quarters. The position peaked at $580K in Q4 2013. 649 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

  • Denali Advisors reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
  • Denali Advisors sold 200 Whirlpool shares in Q2 2022, an estimated $35K.
  • Denali Advisors first reported a position in Whirlpool in Q3 2013 and held it in 6 quarters.
  • Denali Advisors's Whirlpool position peaked at $580K in Q4 2013.
  • 649 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Denali Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.