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MD Financial Management’s Whirlpool WHR Stock Holding History

MD Financial Management’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
2021
Q4 		$1.83M Sell
7,806
-702
-8% -$154K 0.04% 219
2021
Q3 		$1.73M Buy
8,508
+339
+4% +$74.3K 0.04% 214
2021
Q2 		$1.78M Buy
+8,169
New +$1.9M 0.05% 214

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

MD Financial Management's WHR Position: Q4 2021 in Review

MD Financial Management reduced its Whirlpool (WHR) stake by 8.3% in Q4 2021, selling an estimated $154K and leaving 7,806 shares worth $1.83M. The position accounts for 0.04% of the portfolio, ranked #219.

MD Financial Management first reported a position in WHR in Q2 2021 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold WHR as of Q4 2021.

  • MD Financial Management held 7,806 shares of Whirlpool worth $1.83M as of Q4 2021.
  • MD Financial Management sold 702 Whirlpool shares in Q4 2021, an estimated $154K.
  • Whirlpool made up 0.04% of MD Financial Management's portfolio in Q4 2021, its #219 holding.
  • MD Financial Management first reported a position in Whirlpool in Q2 2021 and has held it in 3 quarters since.
  • 712 funds tracked by Wall St. Rank held Whirlpool as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.