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Dorsey & Whitney Trust’s Whirlpool WHR Stock Holding History

Dorsey & Whitney Trust’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
Q1 		– Sell
-1,110
Closed -$261K – 594
2021
Q4 		$261K Buy
+1,110
New +$244K 0.02% 451
2017
Q3 		– Sell
-1,525
Closed -$293K – 365
2017
Q2 		$293K Hold
1,525
– – 0.06% 235
2017
Q1 		$261K Sell
1,525
-110
-7% -$19.5K 0.05% 250
2016
Q4 		$298K Buy
+1,635
New +$271K 0.07% 197

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Dorsey & Whitney Trust's WHR Position: Q1 2022 in Review

Dorsey & Whitney Trust sold out of Whirlpool (WHR) in Q1 2022, closing a stake of 1,110 shares — an estimated $261K sold.

Dorsey & Whitney Trust first reported a position in WHR in Q4 2016 and held it in 4 quarters. The position peaked at $298K in Q4 2016. 673 funds tracked by Wall St. Rank hold WHR as of Q1 2022.

  • Dorsey & Whitney Trust reported no remaining Whirlpool position as of Q1 2022 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 1,110 Whirlpool shares in Q1 2022, an estimated $261K.
  • Dorsey & Whitney Trust first reported a position in Whirlpool in Q4 2016 and held it in 4 quarters.
  • Dorsey & Whitney Trust's Whirlpool position peaked at $298K in Q4 2016.
  • 673 funds tracked by Wall St. Rank held Whirlpool as of Q1 2022.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2022, filed 11 May 2022.