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Johnson Financial Group LLC (Colorado)’s Whirlpool WHR Stock Holding History

Johnson Financial Group LLC (Colorado)’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
2021
Q4 		– Sell
-1,017
Closed -$207K – 85
2021
Q3 		$207K Sell
1,017
-1,393
-58% -$305K 0.04% 72
2021
Q2 		$525K Buy
2,410
+465
+24% +$108K 0.1% 45
2021
Q1 		$429K Buy
+1,945
New +$386K 0.1% 32

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Johnson Financial Group LLC (Colorado)'s WHR Position: Q4 2021 in Review

Johnson Financial Group LLC (Colorado) sold out of Whirlpool (WHR) in Q4 2021, closing a stake of 1,017 shares — an estimated $207K sold.

Johnson Financial Group LLC (Colorado) first reported a position in WHR in Q1 2021 and held it in 3 quarters. The position peaked at $525K in Q2 2021. 711 funds tracked by Wall St. Rank hold WHR as of Q4 2021.

  • Johnson Financial Group LLC (Colorado) reported no remaining Whirlpool position as of Q4 2021 after selling out during the quarter.
  • Johnson Financial Group LLC (Colorado) sold 1,017 Whirlpool shares in Q4 2021, an estimated $207K.
  • Johnson Financial Group LLC (Colorado) first reported a position in Whirlpool in Q1 2021 and held it in 3 quarters.
  • Johnson Financial Group LLC (Colorado)'s Whirlpool position peaked at $525K in Q2 2021.
  • 711 funds tracked by Wall St. Rank held Whirlpool as of Q4 2021.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q4 2021, filed 11 Feb 2022.