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Optimal Asset Management’s Whirlpool WHR Stock Holding History

Optimal Asset 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
2021
Q3 		$1.33M Buy
6,521
+8
+0.1% +$1.75K 0.17% 201
2021
Q2 		$1.42M Hold
6,513
– – 0.17% 200
2021
Q1 		$1.44M Buy
6,513
+3,200
+97% +$635K 0.19% 188
2020
Q4 		$598K Sell
3,313
-3,303
-50% -$633K 0.08% 321
2020
Q3 		$1.22M Buy
6,616
+4,293
+185% +$713K 0.18% 190
2020
Q2 		$301K Buy
+2,323
New +$266K 0.05% 382

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Optimal Asset Management's WHR Position: Q3 2021 in Review

Optimal Asset Management increased its Whirlpool (WHR) stake by 0.12% in Q3 2021, buying an estimated $1.75K and bringing the position to 6,521 shares worth $1.33M. The position accounts for 0.17% of the portfolio, ranked #201.

Optimal Asset Management first reported a position in WHR in Q2 2020 and has held it in 6 quarters since. The position peaked at $1.44M in Q1 2021. 642 funds tracked by Wall St. Rank hold WHR as of Q3 2021.

  • Optimal Asset Management held 6,521 shares of Whirlpool worth $1.33M as of Q3 2021.
  • Optimal Asset Management bought 8 Whirlpool shares in Q3 2021, an estimated $1.75K.
  • Whirlpool made up 0.17% of Optimal Asset Management's portfolio in Q3 2021, its #201 holding.
  • Optimal Asset Management first reported a position in Whirlpool in Q2 2020 and has held it in 6 quarters since.
  • Optimal Asset Management's Whirlpool position peaked at $1.44M in Q1 2021.
  • 642 funds tracked by Wall St. Rank held Whirlpool as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.