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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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