Lee Financial’s Whirlpool WHR Stock Holding History

Lee Financial’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 Q4	–	Sell	-49	Closed	-$7K	–	996
2022 Q3	$7K	Buy	49 +33	+206%	+$5.25K	﹤0.01%	502
2022 Q2	$2K	Sell	16 -20	-56%	-$3.48K	﹤0.01%	748
2022 Q1	$6K	Buy	36 +16	+80%	+$3.24K	﹤0.01%	501
2021 Q4	$5K	Buy	20 +9	+82%	+$1.98K	﹤0.01%	611
2021 Q3	$2K	Sell	11 -6	-35%	-$1.32K	﹤0.01%	655
2021 Q2	$4K	Buy	+17	New	+$3.96K	﹤0.01%	490
2020 Q2	–	Sell	-10	Closed	-$1K	–	555
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	477
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	495
2019 Q3	$2K	Hold	10	–	–	﹤0.01%	491
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	514
2019 Q1	$1K	Buy	+10	New	+$1.32K	﹤0.01%	507
2018 Q3	–	Sell	-87	Closed	-$13K	–	738
2018 Q2	$13K	Hold	87	–	–	﹤0.01%	436
2018 Q1	$13K	Buy	+87	New	+$14.5K	﹤0.01%	426

Other funds holding WHR

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 New York $5.7T 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

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

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return