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Keebeck Wealth Management’s Whirlpool WHR Stock Holding History

Keebeck Wealth 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
2021
Q3 		– Sell
-2,775
Closed -$605K – 245
2021
Q2 		$605K Hold
2,775
– – 0.09% 150
2021
Q1 		$611K Hold
2,775
– – 0.09% 145
2020
Q4 		$501K Hold
2,775
– – 0.09% 153
2020
Q3 		$510K Buy
+2,775
New +$461K 0.11% 133

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Keebeck Wealth Management's WHR Position: Q3 2021 in Review

Keebeck Wealth Management sold out of Whirlpool (WHR) in Q3 2021, closing a stake of 2,775 shares — an estimated $605K sold.

Keebeck Wealth Management first reported a position in WHR in Q3 2020 and held it in 4 quarters. The position peaked at $611K in Q1 2021. 642 funds tracked by Wall St. Rank hold WHR as of Q3 2021.

  • Keebeck Wealth Management reported no remaining Whirlpool position as of Q3 2021 after selling out during the quarter.
  • Keebeck Wealth Management sold 2,775 Whirlpool shares in Q3 2021, an estimated $605K.
  • Keebeck Wealth Management first reported a position in Whirlpool in Q3 2020 and held it in 4 quarters.
  • Keebeck Wealth Management's Whirlpool position peaked at $611K in Q1 2021.
  • 642 funds tracked by Wall St. Rank held Whirlpool as of Q3 2021.

Based on Keebeck Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.