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Jefferies Group’s Whirlpool WHR Stock Holding History

Jefferies Group’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
2016
Q2 		– Sell
-10,000
Closed -$1.8M – 2468
2016
Q1 		$1.8M Buy
+10,000
New +$1.49M 0.01% 891
2014
Q2 		– Sell
-1,000
Closed -$149K – 2420
2014
Q1 		$149K Sell
1,000
-800
-44% -$116K ﹤0.01% 1795
2013
Q4 		$282K Buy
+1,800
New +$264K ﹤0.01% 1409
2013
Q3 		– Sell
-33,800
Closed -$3.87M – 2218
2013
Q2 		$3.87M Buy
+33,800
New +$4.1M 0.04% 309

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

Jefferies Group's WHR Position: Q3 2022 in Review

Jefferies Group opened a new position in Whirlpool (WHR) in Q3 2022: 4,121 shares worth $556K. The stake represents ﹤0.01% of the portfolio and ranks #1002 among its holdings. This is a return to the name: Jefferies Group previously reported a position in WHR as recently as Q4 2021.

Jefferies Group first reported a position in WHR in Q2 2013 and has held it in 25 quarters since. The position peaked at $4.38M in Q3 2015. 631 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

  • Jefferies Group held 4,121 shares of Whirlpool worth $556K as of Q3 2022.
  • Whirlpool was a new Jefferies Group position in Q3 2022.
  • Whirlpool made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1002 holding.
  • Jefferies Group first reported a position in Whirlpool in Q2 2013 and has held it in 25 quarters since.
  • Jefferies Group's Whirlpool position peaked at $4.38M in Q3 2015.
  • 631 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.