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Lee Ainslie’s Whirlpool WHR Stock Holding History

Lee Ainslie’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
Q3 		– Sell
-9,352
Closed -$1.45M – 383
2022
Q2 		$1.45M Buy
+9,352
New +$1.63M 0.04% 113
2021
Q4 		– Sell
-2,566
Closed -$523K – 632
2021
Q3 		$523K Buy
+2,566
New +$563K 0.01% 438
2021
Q1 		– Sell
-10,115
Closed -$1.83M – 882
2020
Q4 		$1.83M Buy
10,115
+1,620
+19% +$310K 0.03% 145
2020
Q3 		$1.56M Sell
8,495
-31,073
-79% -$5.16M 0.03% 182
2020
Q2 		$5.13M Sell
39,568
-46,612
-54% -$5.33M 0.11% 54
2020
Q1 		$7.39M Buy
86,180
+30,515
+55% +$4.01M 0.16% 53
2019
Q4 		$8.21M Buy
55,665
+15,560
+39% +$2.35M 0.12% 73
2019
Q3 		$6.35M Buy
40,105
+20,805
+108% +$2.99M 0.09% 97
2019
Q2 		$2.75M Buy
+19,300
New +$2.59M 0.04% 215

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Lee Ainslie's WHR Position: Q3 2022 in Review

Lee Ainslie sold out of Whirlpool (WHR) in Q3 2022, closing a stake of 9,352 shares — an estimated $1.45M sold.

Lee Ainslie first reported a position in WHR in Q2 2019 and held it in 9 quarters. The position peaked at $8.21M in Q4 2019. 632 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

  • Lee Ainslie reported no remaining Whirlpool position as of Q3 2022 after selling out during the quarter.
  • Lee Ainslie sold 9,352 Whirlpool shares in Q3 2022, an estimated $1.45M.
  • Lee Ainslie first reported a position in Whirlpool in Q2 2019 and held it in 9 quarters.
  • Lee Ainslie's Whirlpool position peaked at $8.21M in Q4 2019.
  • 632 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on Maverick Capital's 13F filing for Q3 2022, filed 14 Nov 2022.