Montis Financial’s Whirlpool WHR Stock Holding History

Montis Financial’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	-1,240	Closed	-$291K	–	88
2021 Q4	$291K	Buy	+1,240	New	+$272K	0.21%	54

Other funds holding WHR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Montis Financial's WHR Position: Q1 2022 in Review

Montis Financial sold out of Whirlpool (WHR) in Q1 2022, closing a stake of 1,240 shares — an estimated $291K sold.

Montis Financial first reported a position in WHR in Q4 2021 and held it in 1 quarter. The position peaked at $291K in Q4 2021. 671 funds tracked by Wall St. Rank hold WHR as of Q1 2022.

Montis Financial reported no remaining Whirlpool position as of Q1 2022 after selling out during the quarter.
Montis Financial sold 1,240 Whirlpool shares in Q1 2022, an estimated $291K.
Montis Financial first reported a position in Whirlpool in Q4 2021 and held it in 1 quarter.
Montis Financial's Whirlpool position peaked at $291K in Q4 2021.
671 funds tracked by Wall St. Rank held Whirlpool as of Q1 2022.

Based on Montis Financial's 13F filing for Q1 2022, filed 2 May 2022.