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Globeflex Capital’s Whirlpool WHR Stock Holding History

Globeflex Capital’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
-4,740
Closed -$734K – 538
2022
Q2 		$734K Hold
4,740
– – 0.18% 168
2022
Q1 		$819K Hold
4,740
– – 0.17% 171
2021
Q4 		$1.11M Sell
4,740
-1,611
-25% -$354K 0.23% 140
2021
Q3 		$1.29M Hold
6,351
– – 0.28% 107
2021
Q2 		$1.39M Hold
6,351
– – 0.25% 133
2021
Q1 		$1.4M Sell
6,351
-511
-7% -$101K 0.25% 125
2020
Q4 		$1.24M Buy
+6,862
New +$1.31M 0.26% 125

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

Globeflex Capital's WHR Position: Q3 2022 in Review

Globeflex Capital sold out of Whirlpool (WHR) in Q3 2022, closing a stake of 4,740 shares — an estimated $734K sold.

Globeflex Capital first reported a position in WHR in Q4 2020 and held it in 7 quarters. The position peaked at $1.4M in Q1 2021. 631 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

  • Globeflex Capital reported no remaining Whirlpool position as of Q3 2022 after selling out during the quarter.
  • Globeflex Capital sold 4,740 Whirlpool shares in Q3 2022, an estimated $734K.
  • Globeflex Capital first reported a position in Whirlpool in Q4 2020 and held it in 7 quarters.
  • Globeflex Capital's Whirlpool position peaked at $1.4M in Q1 2021.
  • 631 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on Globeflex Capital's 13F filing for Q3 2022, filed 14 Nov 2022.