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Freedom Investment Management’s Whirlpool WHR Stock Holding History

Freedom Investment 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
Q1 		– Sell
-3,874
Closed -$909K – 960
2021
Q4 		$909K Sell
3,874
-169
-4% -$37.1K 0.07% 379
2021
Q3 		$824K Buy
+4,043
New +$887K 0.06% 377
2020
Q2 		– Sell
-1,458
Closed -$217K – 694
2020
Q1 		$217K Buy
+1,458
New +$192K 0.02% 608
2018
Q4 		– Sell
-15,345
Closed -$1.9M – 908
2018
Q3 		$1.9M Buy
15,345
+593
+4% +$78.6K 0.12% 170
2018
Q2 		$2.16M Sell
14,752
-1,033
-7% -$157K 0.13% 147
2018
Q1 		$2.42M Buy
15,785
+1,072
+7% +$179K 0.12% 134
2017
Q4 		$2.48M Buy
+14,713
New +$2.49M 0.13% 115

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Freedom Investment Management's WHR Position: Q1 2022 in Review

Freedom Investment Management sold out of Whirlpool (WHR) in Q1 2022, closing a stake of 3,874 shares — an estimated $909K sold.

Freedom Investment Management first reported a position in WHR in Q4 2017 and held it in 7 quarters. The position peaked at $2.48M in Q4 2017. 672 funds tracked by Wall St. Rank hold WHR as of Q1 2022.

  • Freedom Investment Management reported no remaining Whirlpool position as of Q1 2022 after selling out during the quarter.
  • Freedom Investment Management sold 3,874 Whirlpool shares in Q1 2022, an estimated $909K.
  • Freedom Investment Management first reported a position in Whirlpool in Q4 2017 and held it in 7 quarters.
  • Freedom Investment Management's Whirlpool position peaked at $2.48M in Q4 2017.
  • 672 funds tracked by Wall St. Rank held Whirlpool as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.