Kelly Financial Services’s Whirlpool WHR Stock Holding History

Kelly Financial Services’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
2023 Q2	–	Sell	-19	Closed	-$2.51K	–	748
2023 Q1	$2.51K	Hold	19	–	–	﹤0.01%	504
2022 Q4	$2.69K	Hold	19	–	–	﹤0.01%	476
2022 Q3	$2.56K	Hold	19	–	–	﹤0.01%	477
2022 Q2	$2.94K	Hold	19	–	–	﹤0.01%	462
2022 Q1	$3.28K	Hold	19	–	–	﹤0.01%	475
2021 Q4	$4.46K	Hold	19	–	–	﹤0.01%	459
2021 Q3	$3.87K	Sell	19 -4,123	-100%	-$904K	﹤0.01%	458
2021 Q2	$19K	Buy	4,142 +4,123	+21,700%	+$960K	﹤0.01%	556
2021 Q1	$4.19K	Hold	19	–	–	﹤0.01%	424
2020 Q4	$3.43K	Hold	19	–	–	﹤0.01%	417
2020 Q3	$3.49K	Hold	19	–	–	﹤0.01%	378
2020 Q2	$2.46K	Hold	19	–	–	﹤0.01%	413
2020 Q1	$1.63K	Hold	19	–	–	﹤0.01%	406
2019 Q4	$2.8K	Hold	19	–	–	﹤0.01%	374
2019 Q3	$3.01K	Hold	19	–	–	﹤0.01%	356
2019 Q2	$2.71K	Hold	19	–	–	﹤0.01%	351
2019 Q1	$2.52K	Buy	+19	New	+$2.51K	﹤0.01%	352

Other funds holding WHR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

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