Lido Advisors
WHR icon

Lido Advisors’s Whirlpool WHR Stock Holding History

Lido Advisors’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
-1,722
Closed -$232K – 1089
2022
Q3 		$232K Sell
1,722
-1,897
-52% -$302K ﹤0.01% 848
2022
Q2 		$560K Sell
3,619
-3,406
-48% -$592K 0.01% 505
2022
Q1 		$1.21M Sell
7,025
-74
-1% -$15K 0.01% 357
2021
Q4 		$1.67M Buy
7,099
+8
+0.1% +$1.76K 0.02% 311
2021
Q3 		$1.45M Buy
7,091
+41
+0.6% +$8.99K 0.02% 323
2021
Q2 		$1.54M Sell
7,050
-262
-4% -$61K 0.02% 299
2021
Q1 		$1.61M Buy
7,312
+582
+9% +$116K 0.03% 260
2020
Q4 		$1.21M Buy
+6,730
New +$1.29M 0.03% 280

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's WHR Position: Q4 2022 in Review

Lido Advisors sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 1,722 shares — an estimated $232K sold.

Lido Advisors first reported a position in WHR in Q4 2020 and held it in 8 quarters. The position peaked at $1.67M in Q4 2021. 617 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Lido Advisors reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
  • Lido Advisors sold 1,722 Whirlpool shares in Q4 2022, an estimated $232K.
  • Lido Advisors first reported a position in Whirlpool in Q4 2020 and held it in 8 quarters.
  • Lido Advisors's Whirlpool position peaked at $1.67M in Q4 2021.
  • 617 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Lido Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.