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Freedman Financial Associates’s Whirlpool WHR Stock Holding History

Freedman Financial Associates’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
-400
Closed -$70K – 438
2022
Q1 		$70K Hold
400
– – 0.05% 158
2021
Q4 		$94K Hold
400
– – 0.06% 125
2021
Q3 		$82K Hold
400
– – 0.06% 134
2021
Q2 		$87K Hold
400
– – 0.07% 126
2021
Q1 		$88K Hold
400
– – 0.07% 118
2020
Q4 		$72K Buy
+400
New +$76.6K 0.06% 135

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

Freedman Financial Associates's WHR Position: Q2 2022 in Review

Freedman Financial Associates sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 400 shares — an estimated $70K sold.

Freedman Financial Associates first reported a position in WHR in Q4 2020 and held it in 6 quarters. The position peaked at $94K in Q4 2021. 648 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

  • Freedman Financial Associates reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 400 Whirlpool shares in Q2 2022, an estimated $70K.
  • Freedman Financial Associates first reported a position in Whirlpool in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Whirlpool position peaked at $94K in Q4 2021.
  • 648 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.