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Jones Road Capital Management’s Whirlpool WHR Stock Holding History

Jones Road Capital 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
Q1 		– Sell
-50,000
Closed -$11.7M – 82
2021
Q4 		$11.7M Sell
50,000
-50,000
-50% -$11M 2.54% 13
2021
Q3 		$20.4M Buy
100,000
+25,000
+33% +$5.48M 6.74% 3
2021
Q2 		$16.4M Buy
+75,000
New +$17.5M 5.5% 3

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Jones Road Capital Management's WHR Position: Q4 2021 in Review

Jones Road Capital Management sold out of Whirlpool (WHR) in Q4 2021, closing a stake of 21,625 shares — an estimated $4.75M sold.

Jones Road Capital Management first reported a position in WHR in Q2 2021 and held it in 2 quarters. The position peaked at $4.71M in Q2 2021. 712 funds tracked by Wall St. Rank hold WHR as of Q4 2021.

  • Jones Road Capital Management reported no remaining Whirlpool position as of Q4 2021 after selling out during the quarter.
  • Jones Road Capital Management sold 21,625 Whirlpool shares in Q4 2021, an estimated $4.75M.
  • Jones Road Capital Management first reported a position in Whirlpool in Q2 2021 and held it in 2 quarters.
  • Jones Road Capital Management's Whirlpool position peaked at $4.71M in Q2 2021.
  • 712 funds tracked by Wall St. Rank held Whirlpool as of Q4 2021.

Based on Jones Road Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.