MIP
WHR icon

Marietta Investment Partners’s Whirlpool WHR Stock Holding History

Marietta Investment Partners’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
-1,962
Closed -$304K – 181
2022
Q2 		$304K Sell
1,962
-1,920
-49% -$334K 0.09% 143
2022
Q1 		$671K Buy
3,882
+407
+12% +$82.5K 0.15% 110
2021
Q4 		$815K Buy
3,475
+1,050
+43% +$231K 0.17% 99
2021
Q3 		$494K Buy
2,425
+760
+46% +$167K 0.11% 130
2021
Q2 		$363K Hold
1,665
– – 0.08% 147
2021
Q1 		$367K Buy
1,665
+25
+2% +$4.96K 0.09% 142
2020
Q4 		$296K Hold
1,640
– – 0.08% 131
2020
Q3 		$302K Buy
+1,640
New +$273K 0.09% 120

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Marietta Investment Partners's WHR Position: Q3 2022 in Review

Marietta Investment Partners sold out of Whirlpool (WHR) in Q3 2022, closing a stake of 1,962 shares — an estimated $304K sold.

Marietta Investment Partners first reported a position in WHR in Q3 2020 and held it in 8 quarters. The position peaked at $815K in Q4 2021. 631 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

  • Marietta Investment Partners reported no remaining Whirlpool position as of Q3 2022 after selling out during the quarter.
  • Marietta Investment Partners sold 1,962 Whirlpool shares in Q3 2022, an estimated $304K.
  • Marietta Investment Partners first reported a position in Whirlpool in Q3 2020 and held it in 8 quarters.
  • Marietta Investment Partners's Whirlpool position peaked at $815K in Q4 2021.
  • 631 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on Marietta Investment Partners's 13F filing for Q3 2022, filed 14 Nov 2022.