K2 Principal Fund’s Whirlpool WHR Stock Holding History

K2 Principal Fund’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
2015 Q1	–	Sell	-5,000	Closed	-$969K	–	192
2014 Q4	$969K	Buy	+5,000	New	+$859K	0.23%	82

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

K2 Principal Fund's WHR Position: Q3 2022 in Review

K2 Principal Fund sold out of Whirlpool (WHR) in Q3 2022, closing a stake of 1,424 shares — an estimated $221K sold.

K2 Principal Fund first reported a position in WHR in Q2 2022 and held it in 1 quarter. The position peaked at $221K in Q2 2022. 631 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

K2 Principal Fund reported no remaining Whirlpool position as of Q3 2022 after selling out during the quarter.
K2 Principal Fund sold 1,424 Whirlpool shares in Q3 2022, an estimated $221K.
K2 Principal Fund first reported a position in Whirlpool in Q2 2022 and held it in 1 quarter.
K2 Principal Fund's Whirlpool position peaked at $221K in Q2 2022.
631 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on K2 Principal Fund's 13F filing for Q3 2022, filed 14 Nov 2022.