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FormulaFolio Investments’s Whirlpool WHR Stock Holding History

FormulaFolio Investments’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
-2,045
Closed -$369K – 812
2020
Q4 		$369K Buy
+2,045
New +$392K 0.01% 488
2020
Q1 		– Sell
-2,607
Closed -$385K – 382
2019
Q4 		$385K Buy
+2,607
New +$394K 0.01% 266

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

FormulaFolio Investments's WHR Position: Q1 2021 in Review

FormulaFolio Investments sold out of Whirlpool (WHR) in Q1 2021, closing a stake of 2,045 shares — an estimated $369K sold.

FormulaFolio Investments first reported a position in WHR in Q4 2019 and held it in 2 quarters. The position peaked at $385K in Q4 2019. 643 funds tracked by Wall St. Rank hold WHR as of Q1 2021.

  • FormulaFolio Investments reported no remaining Whirlpool position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 2,045 Whirlpool shares in Q1 2021, an estimated $369K.
  • FormulaFolio Investments first reported a position in Whirlpool in Q4 2019 and held it in 2 quarters.
  • FormulaFolio Investments's Whirlpool position peaked at $385K in Q4 2019.
  • 643 funds tracked by Wall St. Rank held Whirlpool as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.