Meag Munich Ergo’s Whirlpool WHR Stock Holding History

Meag Munich Ergo’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 Q1	–	Sell	-815	Closed	-$190K	–	228
2021 Q4	$190K	Hold	815	–	–	0.01%	182
2021 Q3	$166K	Hold	815	–	–	0.03%	195
2021 Q2	$178K	Sell	815 -16,699	-95%	-$3.89M	0.02%	316
2021 Q1	$3.86M	Buy	17,514 +9,434	+117%	+$1.87M	0.39%	71
2020 Q4	$1.49M	Hold	8,080	–	–	0.34%	86
2020 Q3	$1.49M	Buy	8,080 +3,687	+84%	+$613K	0.28%	94
2020 Q2	$569K	Hold	4,393	–	–	0.11%	155
2020 Q1	$377K	Buy	4,393 +2,500	+132%	+$328K	0.09%	135
2019 Q4	$277K	Sell	1,893 -3,243	-63%	-$490K	0.03%	373
2019 Q3	$795K	Buy	5,136 +1,764	+52%	+$253K	0.04%	407
2019 Q2	$481K	Hold	3,372	–	–	0.04%	409
2019 Q1	$445K	Sell	3,372 -2,026	-38%	-$268K	0.04%	417
2018 Q4	$578K	Hold	5,398	–	–	0.07%	274
2018 Q3	$639K	Buy	+5,398	New	+$716K	0.04%	335
2018 Q1	–	Sell	-3,495	Closed	-$600K	–	510
2017 Q4	$600K	Buy	+3,495	New	+$592K	0.02%	431

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Meag Munich Ergo's WHR Position: Q1 2022 in Review

Meag Munich Ergo sold out of Whirlpool (WHR) in Q1 2022, closing a stake of 815 shares — an estimated $190K sold.

Meag Munich Ergo first reported a position in WHR in Q4 2017 and held it in 15 quarters. The position peaked at $3.86M in Q1 2021. 672 funds tracked by Wall St. Rank hold WHR as of Q1 2022.

Meag Munich Ergo reported no remaining Whirlpool position as of Q1 2022 after selling out during the quarter.
Meag Munich Ergo sold 815 Whirlpool shares in Q1 2022, an estimated $190K.
Meag Munich Ergo first reported a position in Whirlpool in Q4 2017 and held it in 15 quarters.
Meag Munich Ergo's Whirlpool position peaked at $3.86M in Q1 2021.
672 funds tracked by Wall St. Rank held Whirlpool as of Q1 2022.

Based on Meag Munich Ergo's 13F filing for Q1 2022, filed 13 Apr 2022.