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Intersect Capital’s Whirlpool WHR Stock Holding History

Intersect 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
Q2 		$359K Sell
2,321
-123
-5% -$21.4K 0.11% 203
2022
Q1 		$422K Buy
2,444
+221
+10% +$44.8K 0.08% 224
2021
Q4 		$522K Buy
2,223
+387
+21% +$85K 0.1% 191
2021
Q3 		$374K Sell
1,836
-51
-3% -$11.2K 0.06% 237
2021
Q2 		$411K Sell
1,887
-89
-5% -$20.7K 0.07% 211
2021
Q1 		$435K Sell
1,976
-102
-5% -$20.2K 0.09% 186
2020
Q4 		$375K Buy
2,078
+221
+12% +$42.3K 0.08% 185
2020
Q3 		$341K Buy
+1,857
New +$309K 0.09% 160
2015
Q2 		– Sell
-53
Closed -$9K – 370
2015
Q1 		$9K Hold
53
– – 0.01% 339
2014
Q4 		$10K Buy
+53
New +$9.1K 0.01% 349

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Intersect Capital's WHR Position: Q2 2022 in Review

Intersect Capital reduced its Whirlpool (WHR) stake by 5% in Q2 2022, selling an estimated $21.4K and leaving 2,321 shares worth $359K. The position accounts for 0.11% of the portfolio, ranked #203.

Intersect Capital first reported a position in WHR in Q4 2014 and has held it in 10 quarters since. The position peaked at $522K in Q4 2021. 648 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

  • Intersect Capital held 2,321 shares of Whirlpool worth $359K as of Q2 2022.
  • Intersect Capital sold 123 Whirlpool shares in Q2 2022, an estimated $21.4K.
  • Whirlpool made up 0.11% of Intersect Capital's portfolio in Q2 2022, its #203 holding.
  • Intersect Capital first reported a position in Whirlpool in Q4 2014 and has held it in 10 quarters since.
  • Intersect Capital's Whirlpool position peaked at $522K in Q4 2021.
  • 648 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.