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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 – 736
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
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 $3.38T AUM 44.17% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's WHR Position: Q4 2022 in Review

Lee Financial sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 49 shares — an estimated $7K sold.

Lee Financial first reported a position in WHR in Q1 2018 and held it in 13 quarters. The position peaked at $13K in Q2 2018. 617 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Lee Financial reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 49 Whirlpool shares in Q4 2022, an estimated $7K.
  • Lee Financial first reported a position in Whirlpool in Q1 2018 and held it in 13 quarters.
  • Lee Financial's Whirlpool position peaked at $13K in Q2 2018.
  • 617 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.