Echo Street Capital Management’s Whirlpool WHR Stock Holding History

Echo Street Capital Management’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	-1,549	Closed	-$219K	–	615
2022 Q4	$219K	Buy	+1,549	New	+$220K	﹤0.01%	456
2022 Q2	–	Sell	-4,562	Closed	-$788K	–	734
2022 Q1	$788K	Buy	+4,562	New	+$925K	0.01%	285
2021 Q3	–	Sell	-4,608	Closed	-$1M	–	766
2021 Q2	$1M	Buy	+4,608	New	+$1.07M	0.01%	204

Other funds holding WHR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Echo Street Capital Management's WHR Position: Q1 2023 in Review

Echo Street Capital Management sold out of Whirlpool (WHR) in Q1 2023, closing a stake of 1,549 shares — an estimated $219K sold.

Echo Street Capital Management first reported a position in WHR in Q2 2021 and held it in 3 quarters. The position peaked at $1M in Q2 2021. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2023.

Echo Street Capital Management reported no remaining Whirlpool position as of Q1 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,549 Whirlpool shares in Q1 2023, an estimated $219K.
Echo Street Capital Management first reported a position in Whirlpool in Q2 2021 and held it in 3 quarters.
Echo Street Capital Management's Whirlpool position peaked at $1M in Q2 2021.
623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2023.

Based on Echo Street Capital Management's 13F filing for Q1 2023, filed 15 May 2023.