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Monetta Financial Services’s Whirlpool WHR Stock Holding History

Monetta Financial Services’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
-3,000
Closed -$465K – 71
2022
Q2 		$465K Buy
+3,000
New +$522K 0.49% 51
2016
Q4 		– Sell
-9,400
Closed -$1.52M – 78
2016
Q3 		$1.52M Hold
9,400
– – 0.98% 36
2016
Q2 		$1.57M Buy
+9,400
New +$1.66M 0.99% 38

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Monetta Financial Services's WHR Position: Q3 2022 in Review

Monetta Financial Services sold out of Whirlpool (WHR) in Q3 2022, closing a stake of 3,000 shares — an estimated $465K sold.

Monetta Financial Services first reported a position in WHR in Q2 2016 and held it in 3 quarters. The position peaked at $1.57M in Q2 2016. 631 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

  • Monetta Financial Services reported no remaining Whirlpool position as of Q3 2022 after selling out during the quarter.
  • Monetta Financial Services sold 3,000 Whirlpool shares in Q3 2022, an estimated $465K.
  • Monetta Financial Services first reported a position in Whirlpool in Q2 2016 and held it in 3 quarters.
  • Monetta Financial Services's Whirlpool position peaked at $1.57M in Q2 2016.
  • 631 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on Monetta Financial Services's 13F filing for Q3 2022, filed 9 Nov 2022.