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Fort LP’s Whirlpool WHR Stock Holding History

Fort LP’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
Q3 		– Sell
-1,855
Closed -$287K – 234
2022
Q2 		$287K Sell
1,855
-2,849
-61% -$495K 0.19% 210
2022
Q1 		$813K Buy
4,704
+1,114
+31% +$226K 0.31% 166
2021
Q4 		$842K Buy
3,590
+1,045
+41% +$229K 0.27% 175
2021
Q3 		$519K Buy
2,545
+545
+27% +$120K 0.17% 236
2021
Q2 		$436K Buy
+2,000
New +$466K 0.13% 243

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Fort LP's WHR Position: Q3 2022 in Review

Fort LP sold out of Whirlpool (WHR) in Q3 2022, closing a stake of 1,855 shares — an estimated $287K sold.

Fort LP first reported a position in WHR in Q2 2021 and held it in 5 quarters. The position peaked at $842K in Q4 2021. 631 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

  • Fort LP reported no remaining Whirlpool position as of Q3 2022 after selling out during the quarter.
  • Fort LP sold 1,855 Whirlpool shares in Q3 2022, an estimated $287K.
  • Fort LP first reported a position in Whirlpool in Q2 2021 and held it in 5 quarters.
  • Fort LP's Whirlpool position peaked at $842K in Q4 2021.
  • 631 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on Fort LP's 13F filing for Q3 2022, filed 10 Nov 2022.