Elm Advisors’s Whirlpool WHR Stock Holding History

Elm 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
2021 Q1	–	Sell	-100	Closed	-$18K	–	257
2020 Q4	$18K	Buy	+100	New	+$19.2K	0.01%	213
2018 Q4	–	Sell	-100	Closed	-$12K	–	271
2018 Q3	$12K	Buy	+100	New	+$13.3K	0.01%	250

Other funds holding WHR

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Elm Advisors's WHR Position: Q1 2021 in Review

Elm Advisors sold out of Whirlpool (WHR) in Q1 2021, closing a stake of 100 shares — an estimated $18K sold.

Elm Advisors first reported a position in WHR in Q3 2018 and held it in 2 quarters. The position peaked at $18K in Q4 2020. 644 funds tracked by Wall St. Rank hold WHR as of Q1 2021.

Elm Advisors reported no remaining Whirlpool position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 100 Whirlpool shares in Q1 2021, an estimated $18K.
Elm Advisors first reported a position in Whirlpool in Q3 2018 and held it in 2 quarters.
Elm Advisors's Whirlpool position peaked at $18K in Q4 2020.
644 funds tracked by Wall St. Rank held Whirlpool as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.