Prelude Capital Management’s Whirlpool WHR Stock Holding History

Prelude Capital 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 Q4	–	Sell	-1,589	Closed	-$214K	–	1700
2022 Q3	$214K	Sell	1,589 -255	-14%	-$40.6K	0.01%	1049
2022 Q2	$286K	Buy	+1,844	New	+$321K	0.01%	1088
2020 Q3	–	Sell	-4,687	Closed	-$607K	–	2625
2020 Q2	$607K	Buy	+4,687	New	+$536K	0.1%	433
2020 Q1	–	Sell	-550	Closed	-$81K	–	2301
2019 Q4	$81K	Sell	550 -79	-13%	-$11.9K	0.01%	1187
2019 Q3	$100K	Buy	+629	New	+$90.3K	0.01%	957
2019 Q1	–	Hold	0	–	–	–	2335
2018 Q4	–	Hold	0	–	–	–	2291
2018 Q3	–	Hold	0	–	–	–	2154
2017 Q3	–	Hold	0	–	–	–	1991
2017 Q2	–	Sell	-953	Closed	-$174K	–	1929
2017 Q1	$163K	Buy	+953	New	+$169K	0.02%	630
2015 Q2	–	Sell	-250	Closed	-$51K	–	2105
2015 Q1	$51K	Sell	250 -2,161	-90%	-$439K	0.01%	1278
2014 Q4	$467K	Buy	2,411 +1,911	+382%	+$328K	0.07%	330
2014 Q3	$73K	Sell	500 -1,075	-68%	-$159K	0.01%	1238
2014 Q2	$219K	Sell	1,575 -1,154	-42%	-$169K	0.04%	706
2014 Q1	$408K	Buy	2,729 +1,854	+212%	+$268K	0.07%	475
2013 Q4	$137K	Buy	+875	New	+$128K	0.03%	743

Other funds holding WHR

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 New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return