Sandy Spring Bank’s Whirlpool WHR Stock Holding History

Sandy Spring Bank’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 Q2	–	Sell	-30	Closed	-$5K	–	1181
2022 Q1	$5K	Hold	30	–	–	﹤0.01%	978
2021 Q4	$7K	Hold	30	–	–	﹤0.01%	975
2021 Q3	$6K	Hold	30	–	–	﹤0.01%	954
2021 Q2	$7K	Buy	+30	New	+$6.99K	﹤0.01%	948
2020 Q4	–	Sell	-59	Closed	-$11K	–	1057
2020 Q3	$11K	Hold	59	–	–	﹤0.01%	674
2020 Q2	$8K	Hold	59	–	–	﹤0.01%	730
2020 Q1	$5K	Hold	59	–	–	﹤0.01%	765
2019 Q4	$9K	Hold	59	–	–	﹤0.01%	735
2019 Q3	$9K	Hold	59	–	–	﹤0.01%	741
2019 Q2	$8K	Hold	59	–	–	﹤0.01%	744
2019 Q1	$8K	Hold	59	–	–	﹤0.01%	691
2018 Q4	$6K	Hold	59	–	–	﹤0.01%	714
2018 Q3	$7K	Hold	59	–	–	﹤0.01%	708
2018 Q2	$9K	Hold	59	–	–	﹤0.01%	678
2018 Q1	$9K	Hold	59	–	–	﹤0.01%	704
2017 Q4	$10K	Hold	59	–	–	﹤0.01%	692
2017 Q3	$11K	Hold	59	–	–	﹤0.01%	665
2017 Q2	$11K	Buy	+59	New	+$10.8K	﹤0.01%	672

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sandy Spring Bank's WHR Position: Q2 2022 in Review

Sandy Spring Bank sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 30 shares — an estimated $5K sold.

Sandy Spring Bank first reported a position in WHR in Q2 2017 and held it in 18 quarters. The position peaked at $11K in Q3 2020. 648 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

Sandy Spring Bank reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
Sandy Spring Bank sold 30 Whirlpool shares in Q2 2022, an estimated $5K.
Sandy Spring Bank first reported a position in Whirlpool in Q2 2017 and held it in 18 quarters.
Sandy Spring Bank's Whirlpool position peaked at $11K in Q3 2020.
648 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Sandy Spring Bank's 13F filing for Q2 2022, filed 21 Jul 2022.