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MPS Loria Financial Planners’s Whirlpool WHR Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-104
Closed -$22K – 561
2021
Q1 		$22K Hold
104
– – 0.01% 233
2020
Q4 		$18K Buy
104
+4
+4% +$766 0.01% 244
2020
Q3 		$18K Hold
100
– – 0.01% 205
2020
Q2 		$13K Buy
+100
New +$11.4K 0.01% 231
2017
Q3 		– Sell
-100
Closed -$17K – 342
2017
Q2 		$17K Buy
+100
New +$18.3K 0.01% 246

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

MPS Loria Financial Planners's WHR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Whirlpool (WHR) in Q2 2021, closing a stake of 104 shares — an estimated $22K sold.

MPS Loria Financial Planners first reported a position in WHR in Q2 2017 and held it in 5 quarters. The position peaked at $22K in Q1 2021. 661 funds tracked by Wall St. Rank hold WHR as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Whirlpool position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 104 Whirlpool shares in Q2 2021, an estimated $22K.
  • MPS Loria Financial Planners first reported a position in Whirlpool in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Whirlpool position peaked at $22K in Q1 2021.
  • 661 funds tracked by Wall St. Rank held Whirlpool as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.