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Paragon Capital Management (Utah)’s Whirlpool WHR Stock Holding History

Paragon Capital Management (Utah)’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
Q1 		– Sell
-6,058
Closed -$1.42M – 79
2021
Q4 		$1.42M Buy
+6,058
New +$1.33M 1.21% 36

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Paragon Capital Management (Utah)'s WHR Position: Q1 2022 in Review

Paragon Capital Management (Utah) sold out of Whirlpool (WHR) in Q1 2022, closing a stake of 6,058 shares — an estimated $1.42M sold.

Paragon Capital Management (Utah) first reported a position in WHR in Q4 2021 and held it in 1 quarter. The position peaked at $1.42M in Q4 2021. 671 funds tracked by Wall St. Rank hold WHR as of Q1 2022.

  • Paragon Capital Management (Utah) reported no remaining Whirlpool position as of Q1 2022 after selling out during the quarter.
  • Paragon Capital Management (Utah) sold 6,058 Whirlpool shares in Q1 2022, an estimated $1.42M.
  • Paragon Capital Management (Utah) first reported a position in Whirlpool in Q4 2021 and held it in 1 quarter.
  • Paragon Capital Management (Utah)'s Whirlpool position peaked at $1.42M in Q4 2021.
  • 671 funds tracked by Wall St. Rank held Whirlpool as of Q1 2022.

Based on Paragon Capital Management (Utah)'s 13F filing for Q1 2022, filed 25 Sep 2024.