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Dorsey Wright & Associates’s Whirlpool WHR Stock Holding History

Dorsey Wright & Associates’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
Q3 		– Sell
-1,831
Closed -$399K – 344
2021
Q2 		$399K Buy
1,831
+17
+0.9% +$3.96K 0.09% 117
2021
Q1 		$400 Sell
1,814
-12
-0.7% -$2.38K ﹤0.01% 265
2020
Q4 		$330K Buy
+1,826
New +$350K 0.05% 147
2014
Q1 		– Sell
-3,440
Closed -$490K – 156
2013
Q4 		$490K Buy
3,440
+46
+1% +$6.75K 0.07% 68
2013
Q3 		$497K Sell
3,394
-6
-0.2% -$794 0.07% 68
2013
Q2 		$389K Buy
+3,400
New +$412K 0.06% 76

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Dorsey Wright & Associates's WHR Position: Q3 2021 in Review

Dorsey Wright & Associates sold out of Whirlpool (WHR) in Q3 2021, closing a stake of 1,831 shares — an estimated $399K sold.

Dorsey Wright & Associates first reported a position in WHR in Q2 2013 and held it in 6 quarters. The position peaked at $497K in Q3 2013. 643 funds tracked by Wall St. Rank hold WHR as of Q3 2021.

  • Dorsey Wright & Associates reported no remaining Whirlpool position as of Q3 2021 after selling out during the quarter.
  • Dorsey Wright & Associates sold 1,831 Whirlpool shares in Q3 2021, an estimated $399K.
  • Dorsey Wright & Associates first reported a position in Whirlpool in Q2 2013 and held it in 6 quarters.
  • Dorsey Wright & Associates's Whirlpool position peaked at $497K in Q3 2013.
  • 643 funds tracked by Wall St. Rank held Whirlpool as of Q3 2021.

Based on Dorsey Wright & Associates's 13F filing for Q3 2021, filed 26 Oct 2021.