Gendell Jeffrey L’s Whirlpool WHR Stock Holding History

Gendell Jeffrey L’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
2023 Q1	–	Sell	-94,032	Closed	-$13.3M	–	66
2022 Q4	$13.3M	Buy	94,032 +8,639	+10%	+$1.23M	1.18%	17
2022 Q3	$11.5M	Sell	85,393 -19,483	-19%	-$3.1M	1.51%	10
2022 Q2	$16.2M	Buy	104,876 +29,426	+39%	+$5.12M	1.88%	9
2022 Q1	$13M	Buy	+75,450	New	+$15.3M	0.94%	17
2020 Q3	–	Sell	-10,000	Closed	-$1.29M	–	48
2020 Q2	$1.29M	Buy	+10,000	New	+$1.14M	0.33%	29
2020 Q1	–	Sell	-5,000	Closed	-$738K	–	59
2019 Q4	$738K	Sell	5,000 -5,000	-50%	-$755K	0.09%	49
2019 Q3	$1.58M	Sell	10,000 -3,500	-26%	-$502K	0.23%	42
2019 Q2	$1.92M	Hold	13,500	–	–	0.24%	41
2019 Q1	$1.79M	Sell	13,500 -3,000	-18%	-$396K	0.25%	46
2018 Q4	$1.76M	Sell	16,500 -116,000	-88%	-$13.2M	0.32%	41
2018 Q3	$15.7M	Buy	132,500 +90,900	+219%	+$12M	1.35%	17
2018 Q2	$6.08M	Buy	+41,600	New	+$6.32M	0.62%	30

Other funds holding WHR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gendell Jeffrey L's WHR Position: Q1 2023 in Review

Gendell Jeffrey L sold out of Whirlpool (WHR) in Q1 2023, closing a stake of 94,032 shares — an estimated $13.3M sold.

Gendell Jeffrey L first reported a position in WHR in Q2 2018 and held it in 12 quarters. The position peaked at $16.2M in Q2 2022. 624 funds tracked by Wall St. Rank hold WHR as of Q1 2023.

Gendell Jeffrey L reported no remaining Whirlpool position as of Q1 2023 after selling out during the quarter.
Gendell Jeffrey L sold 94,032 Whirlpool shares in Q1 2023, an estimated $13.3M.
Gendell Jeffrey L first reported a position in Whirlpool in Q2 2018 and held it in 12 quarters.
Gendell Jeffrey L's Whirlpool position peaked at $16.2M in Q2 2022.
624 funds tracked by Wall St. Rank held Whirlpool as of Q1 2023.

Based on Gendell Jeffrey L's 13F filing for Q1 2023, filed 12 May 2023.