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Institutional & Family Asset Management’s Whirlpool WHR Stock Holding History

Institutional & Family Asset 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
Q2 		– Sell
-374
Closed -$65K – 805
2022
Q1 		$65K Sell
374
-99
-21% -$20.1K 0.01% 233
2021
Q4 		$111K Buy
473
+95
+25% +$20.9K 0.02% 200
2021
Q3 		$77K Buy
378
+1
+0.3% +$219 0.01% 269
2021
Q2 		$82K Hold
377
– – 0.01% 270
2021
Q1 		$83K Buy
377
+135
+56% +$26.8K 0.02% 288
2020
Q4 		$44K Sell
242
-93
-28% -$17.8K 0.01% 341
2020
Q3 		$62K Sell
335
-200
-37% -$33.2K 0.01% 260
2020
Q2 		$69K Buy
535
+188
+54% +$21.5K 0.01% 273
2020
Q1 		$30K Sell
347
-214
-38% -$28.1K 0.01% 314
2019
Q4 		$83K Sell
561
-29
-5% -$4.38K 0.02% 271
2019
Q3 		$93K Sell
590
-106
-15% -$15.2K 0.02% 228
2019
Q2 		$99K Buy
696
+309
+80% +$41.4K 0.02% 225
2019
Q1 		$51K Buy
387
+378
+4,200% +$49.9K 0.01% 326
2018
Q4 		$1K Hold
9
– – ﹤0.01% 795
2018
Q3 		$1K Hold
9
– – ﹤0.01% 823
2018
Q2 		$1K Hold
9
– – ﹤0.01% 818
2018
Q1 		$1K Buy
+9
New +$1.5K ﹤0.01% 818

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 $3.38T AUM 44.17% 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
Lyrical Asset Management
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Institutional & Family Asset Management's WHR Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 374 shares — an estimated $65K sold.

Institutional & Family Asset Management first reported a position in WHR in Q1 2018 and held it in 17 quarters. The position peaked at $111K in Q4 2021. 649 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

  • Institutional & Family Asset Management reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 374 Whirlpool shares in Q2 2022, an estimated $65K.
  • Institutional & Family Asset Management first reported a position in Whirlpool in Q1 2018 and held it in 17 quarters.
  • Institutional & Family Asset Management's Whirlpool position peaked at $111K in Q4 2021.
  • 649 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.