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NuWave Investment Management’s Whirlpool WHR Stock Holding History

NuWave Investment 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
2022
Q3 		$111K Buy
+826
New +$132K 0.13% 198
2022
Q2 		– Sell
-2,232
Closed -$386K – 359
2022
Q1 		$386K Buy
2,232
+2,052
+1,140% +$416K 0.52% 66
2021
Q4 		$42K Buy
+180
New +$39.5K 0.05% 246
2021
Q3 		– Sell
-308
Closed -$67K – 439
2021
Q2 		$67K Buy
+308
New +$71.7K 0.07% 244
2021
Q1 		– Sell
-1,372
Closed -$248K – 436
2020
Q4 		$248K Buy
1,372
+1,367
+27,340% +$262K 0.32% 100
2020
Q3 		$1K Sell
5
-28
-85% -$4.65K ﹤0.01% 521
2020
Q2 		$4K Sell
33
-356
-92% -$40.7K 0.01% 378
2020
Q1 		$33K Sell
389
-413
-51% -$54.3K 0.07% 154
2019
Q4 		$118K Buy
802
+794
+9,925% +$120K 0.12% 210
2019
Q3 		$1K Sell
8
-11
-58% -$1.58K ﹤0.01% 423
2019
Q2 		$3K Sell
19
-81
-81% -$10.9K ﹤0.01% 410
2019
Q1 		$13K Buy
100
+75
+300% +$9.91K 0.02% 289
2018
Q4 		$3K Sell
25
-877
-97% -$99.5K 0.01% 342
2018
Q3 		$107K Buy
+902
New +$120K 0.16% 172
2018
Q2 		– Sell
-2,308
Closed -$353K – 418
2018
Q1 		$353K Buy
2,308
+1,708
+285% +$285K 0.56% 64
2017
Q4 		$101K Buy
+600
New +$102K 0.12% 178
2014
Q3 		– Sell
-2,800
Closed -$390K – 356
2014
Q2 		$390K Buy
+2,800
New +$411K 1% 19
2014
Q1 		– Sell
-1,140
Closed -$179K – 331
2013
Q4 		$179K Buy
+1,140
New +$167K 0.16% 161
2013
Q3 		– Sell
-6,857
Closed -$784K – 342
2013
Q2 		$784K Buy
+6,857
New +$832K 0.86% 44

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 $5.72T AUM 30.48% 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 $8.66B AUM 17.37% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

NuWave Investment Management's WHR Position: Q3 2022 in Review

NuWave Investment Management opened a new position in Whirlpool (WHR) in Q3 2022: 826 shares worth $111K. The stake represents 0.13% of the portfolio and ranks #198 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in WHR as recently as Q1 2022.

NuWave Investment Management first reported a position in WHR in Q2 2013 and has held it in 19 quarters since. The position peaked at $784K in Q2 2013. 632 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

  • NuWave Investment Management held 826 shares of Whirlpool worth $111K as of Q3 2022.
  • Whirlpool was a new NuWave Investment Management position in Q3 2022.
  • Whirlpool made up 0.13% of NuWave Investment Management's portfolio in Q3 2022, its #198 holding.
  • NuWave Investment Management first reported a position in Whirlpool in Q2 2013 and has held it in 19 quarters since.
  • NuWave Investment Management's Whirlpool position peaked at $784K in Q2 2013.
  • 632 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.