MFG
WHR icon

Monte Financial Group’s Whirlpool WHR Stock Holding History

Monte Financial Group’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
Q3 		– Sell
-21,590
Closed -$4.71M – 62
2021
Q2 		$4.71M Buy
21,590
+1,119
+5% +$261K 2.68% 16
2021
Q1 		$4.51M Sell
20,471
-1,203
-6% -$239K 2.77% 15
2020
Q4 		$3.91M Sell
21,674
-786
-3% -$151K 2.66% 14
2020
Q3 		$4.13M Sell
22,460
-278
-1% -$46.2K 3.12% 5
2020
Q2 		$2.94M Buy
22,738
+561
+3% +$64.2K 2.33% 25
2020
Q1 		$1.9M Buy
22,177
+1,349
+6% +$177K 1.84% 27
2019
Q4 		$3.07M Buy
20,828
+1,973
+10% +$298K 2.26% 24
2019
Q3 		$2.99M Sell
18,855
-2,724
-13% -$391K 2.41% 23
2019
Q2 		$3.07M Buy
21,579
+1,313
+6% +$176K 2.61% 21
2019
Q1 		$2.69M Sell
20,266
-435
-2% -$57.5K 2.36% 25
2018
Q4 		$2.21M Buy
20,701
+9,187
+80% +$1.04M 2.34% 23
2018
Q3 		$1.37M Buy
+11,514
New +$1.53M 1.28% 32

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return