MSFP
WHR icon

Mark Sheptoff Financial Planning’s Whirlpool WHR Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-7
Closed -$1K – 435
2022
Q1 		$1K Hold
7
– – ﹤0.01% 421
2021
Q4 		$2K Buy
+7
New +$1.54K ﹤0.01% 422
2015
Q4 		– Sell
-24
Closed -$4K – 433
2015
Q3 		$4K Buy
+24
New +$4.06K ﹤0.01% 307

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mark Sheptoff Financial Planning's WHR Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 7 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in WHR in Q3 2015 and held it in 3 quarters. The position peaked at $4K in Q3 2015. 649 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 7 Whirlpool shares in Q2 2022, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in Whirlpool in Q3 2015 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Whirlpool position peaked at $4K in Q3 2015.
  • 649 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.