Mount Lucas Management’s Whirlpool WHR Stock Holding History

Mount Lucas 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
2026 Q1	$809K	Buy	+15,000	New	+$1.1M	0.3%	104
2022 Q4	–	Sell	-14,464	Closed	-$1.95M	–	125
2022 Q3	$1.95M	Sell	14,464 -156	-1%	-$24.8K	0.67%	47
2022 Q2	$2.26M	Sell	14,620 -16,737	-53%	-$2.91M	0.76%	46
2022 Q1	$5.42M	Sell	31,357 -3,273	-9%	-$663K	1.58%	8
2021 Q4	$8.13M	Sell	34,630 -1,550	-4%	-$340K	2.32%	4
2021 Q3	$7.38M	Sell	36,180 -2,568	-7%	-$563K	2.33%	9
2021 Q2	$8.45M	Buy	38,748 +21,786	+128%	+$5.07M	2.25%	9
2021 Q1	$3.74M	Buy	16,962 +1,697	+11%	+$337K	1.1%	32
2020 Q4	$2.75M	Sell	15,265 -33,045	-68%	-$6.33M	0.6%	78
2020 Q3	$8.88M	Sell	48,310 -3,269	-6%	-$543K	1.86%	10
2020 Q2	$6.68M	Sell	51,579 -1,630	-3%	-$187K	1.32%	14
2020 Q1	$4.57M	Buy	53,209 +13,945	+36%	+$1.83M	0.94%	16
2019 Q4	$5.79M	Sell	39,264 -12,503	-24%	-$1.89M	1.15%	30
2019 Q3	$8.2M	Buy	+51,767	New	+$7.43M	1.47%	20
2013 Q3	–	Sell	-131,896	Closed	-$15.1M	–	95
2013 Q2	$15.1M	Buy	+131,896	New	+$16M	4.11%	7

Other funds holding WHR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Primecap Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return