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Next Financial Group’s Whirlpool WHR Stock Holding History

Next 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
Q4 		$567K Sell
2,417
-13
-0.5% -$2.85K 0.04% 490
2021
Q3 		$495K Buy
2,430
+701
+41% +$154K 0.04% 472
2021
Q2 		$377K Sell
1,729
-153
-8% -$35.6K 0.03% 577
2021
Q1 		$415K Sell
1,882
-1,518
-45% -$301K 0.04% 494
2020
Q4 		$613K Buy
3,400
+677
+25% +$130K 0.06% 319
2020
Q3 		$501K Buy
+2,723
New +$452K 0.05% 330
2020
Q2 		– Sell
-918
Closed -$79K – 1890
2020
Q1 		$79K Buy
918
+849
+1,230% +$112K 0.01% 837
2019
Q4 		$10K Buy
69
+35
+103% +$5.29K ﹤0.01% 1785
2019
Q3 		$5K Hold
34
– – ﹤0.01% 1924
2019
Q2 		$5K Buy
+34
New +$4.56K ﹤0.01% 1912
2019
Q1 		– Sell
-34
Closed -$4K – 2136
2018
Q4 		$4K Buy
+34
New +$3.86K ﹤0.01% 1631
2017
Q4 		– Sell
-455
Closed -$81K – 1423
2017
Q3 		$81K Sell
455
-124
-21% -$22.2K 0.02% 559
2017
Q2 		$111K Sell
579
-31
-5% -$5.67K 0.03% 512
2017
Q1 		$113K Sell
610
-67
-10% -$11.9K 0.03% 454
2016
Q4 		$123K Hold
677
– – 0.02% 619
2016
Q3 		$110K Buy
677
+82
+14% +$14.5K 0.02% 627
2016
Q2 		$99K Hold
595
– – 0.03% 458
2016
Q1 		$107K Sell
595
-50
-8% -$7.45K 0.04% 413
2015
Q4 		$94K Buy
645
+25
+4% +$3.88K 0.04% 440
2015
Q3 		$91K Buy
620
+125
+25% +$21.2K 0.03% 457
2015
Q2 		$85K Buy
495
+35
+8% +$6.57K 0.03% 516
2015
Q1 		$92K Sell
460
-25
-5% -$5.08K 0.03% 489
2014
Q4 		$94K Sell
485
-32
-6% -$5.5K 0.03% 479
2014
Q3 		$75K Buy
+517
New +$76.4K 0.01% 762

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's WHR Position: Q4 2021 in Review

Next Financial Group reduced its Whirlpool (WHR) stake by 0.53% in Q4 2021, selling an estimated $2.85K and leaving 2,417 shares worth $567K. The position accounts for 0.04% of the portfolio, ranked #490.

Next Financial Group first reported a position in WHR in Q3 2014 and has held it in 24 quarters since. The position peaked at $613K in Q4 2020. 711 funds tracked by Wall St. Rank hold WHR as of Q4 2021.

  • Next Financial Group held 2,417 shares of Whirlpool worth $567K as of Q4 2021.
  • Next Financial Group sold 13 Whirlpool shares in Q4 2021, an estimated $2.85K.
  • Whirlpool made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #490 holding.
  • Next Financial Group first reported a position in Whirlpool in Q3 2014 and has held it in 24 quarters since.
  • Next Financial Group's Whirlpool position peaked at $613K in Q4 2020.
  • 711 funds tracked by Wall St. Rank held Whirlpool as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.