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Physicians Financial Services’s Whirlpool WHR Stock Holding History

Physicians Financial Services’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
-955
Closed -$224K – 120
2021
Q4 		$224K Buy
+955
New +$210K 0.08% 114
2017
Q1 		– Sell
-300
Closed -$57K – 260
2016
Q4 		$57K Hold
300
– – 0.05% 160
2016
Q3 		$48K Hold
300
– – 0.04% 161
2016
Q2 		$50K Hold
300
– – 0.04% 158
2016
Q1 		$54K Hold
300
– – 0.05% 154
2015
Q4 		$44K Buy
+300
New +$46.5K 0.04% 170

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Physicians Financial Services's WHR Position: Q1 2022 in Review

Physicians Financial Services sold out of Whirlpool (WHR) in Q1 2022, closing a stake of 955 shares — an estimated $224K sold.

Physicians Financial Services first reported a position in WHR in Q4 2015 and held it in 6 quarters. The position peaked at $224K in Q4 2021. 672 funds tracked by Wall St. Rank hold WHR as of Q1 2022.

  • Physicians Financial Services reported no remaining Whirlpool position as of Q1 2022 after selling out during the quarter.
  • Physicians Financial Services sold 955 Whirlpool shares in Q1 2022, an estimated $224K.
  • Physicians Financial Services first reported a position in Whirlpool in Q4 2015 and held it in 6 quarters.
  • Physicians Financial Services's Whirlpool position peaked at $224K in Q4 2021.
  • 672 funds tracked by Wall St. Rank held Whirlpool as of Q1 2022.

Based on Physicians Financial Services's 13F filing for Q1 2022, filed 22 Apr 2022.