Empirical Wealth Management’s Whirlpool WHR Stock Holding History

Empirical Wealth 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
2022 Q2	–	Sell	-2,666	Closed	-$460K	–	536
2022 Q1	$460K	Sell	2,666 -2,396	-47%	-$486K	0.02%	342
2021 Q4	$1.19M	Sell	5,062 -2,041	-29%	-$448K	0.06%	185
2021 Q3	$1.45M	Buy	7,103 +1,399	+25%	+$307K	0.08%	148
2021 Q2	$1.24M	Buy	5,704 +817	+17%	+$190K	0.08%	162
2021 Q1	$1.08M	Buy	4,887 +731	+18%	+$145K	0.09%	149
2020 Q4	$750K	Buy	4,156 +1,061	+34%	+$203K	0.06%	189
2020 Q3	$569K	Buy	+3,095	New	+$514K	0.05%	193

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Empirical Wealth Management's WHR Position: Q2 2022 in Review

Empirical Wealth Management sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 2,666 shares — an estimated $460K sold.

Empirical Wealth Management first reported a position in WHR in Q3 2020 and held it in 7 quarters. The position peaked at $1.45M in Q3 2021. 648 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

Empirical Wealth Management reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
Empirical Wealth Management sold 2,666 Whirlpool shares in Q2 2022, an estimated $460K.
Empirical Wealth Management first reported a position in Whirlpool in Q3 2020 and held it in 7 quarters.
Empirical Wealth Management's Whirlpool position peaked at $1.45M in Q3 2021.
648 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Empirical Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.