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Eagle Rock Investment Company’s Whirlpool WHR Stock Holding History

Eagle Rock Investment Company’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
-1,200
Closed -$207K – 126
2022
Q1 		$207K Hold
1,200
– – 0.04% 111
2021
Q4 		$282K Buy
+1,200
New +$264K 0.05% 91

Other funds holding WHR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Eagle Rock Investment Company's WHR Position: Q2 2022 in Review

Eagle Rock Investment Company sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 1,200 shares — an estimated $207K sold.

Eagle Rock Investment Company first reported a position in WHR in Q4 2021 and held it in 2 quarters. The position peaked at $282K in Q4 2021. 649 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

  • Eagle Rock Investment Company reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
  • Eagle Rock Investment Company sold 1,200 Whirlpool shares in Q2 2022, an estimated $207K.
  • Eagle Rock Investment Company first reported a position in Whirlpool in Q4 2021 and held it in 2 quarters.
  • Eagle Rock Investment Company's Whirlpool position peaked at $282K in Q4 2021.
  • 649 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Eagle Rock Investment Company's 13F filing for Q2 2022, filed 12 Aug 2022.