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Estate Counselors’s Whirlpool WHR Stock Holding History

Estate Counselors’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
-4,955
Closed -$856K – 204
2022
Q1 		$856K Hold
4,955
– – 0.11% 102
2021
Q4 		$1.16M Buy
4,955
+120
+2% +$26.4K 0.14% 88
2021
Q3 		$985K Buy
4,835
+90
+2% +$19.7K 0.12% 108
2021
Q2 		$1.03M Buy
4,745
+95
+2% +$22.1K 0.14% 98
2021
Q1 		$1.02M Buy
+4,650
New +$923K 0.15% 94

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $6.07B AUM 11.2% 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

Estate Counselors's WHR Position: Q2 2022 in Review

Estate Counselors sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 4,955 shares — an estimated $856K sold.

Estate Counselors first reported a position in WHR in Q1 2021 and held it in 5 quarters. The position peaked at $1.16M in Q4 2021. 648 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

  • Estate Counselors reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
  • Estate Counselors sold 4,955 Whirlpool shares in Q2 2022, an estimated $856K.
  • Estate Counselors first reported a position in Whirlpool in Q1 2021 and held it in 5 quarters.
  • Estate Counselors's Whirlpool position peaked at $1.16M in Q4 2021.
  • 648 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Estate Counselors's 13F filing for Q2 2022, filed 3 Aug 2022.