Schroders’s Whirlpool WHR Stock Holding History

Schroders’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 Q3	–	Sell	-2,137	Closed	-$330K	–	81
2022 Q2	$330K	Sell	2,137 -1,223	-36%	-$213K	0.1%	38
2022 Q1	$580K	Buy	+3,360	New	+$681K	0.13%	38

Other funds holding WHR

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Schroders's WHR Position: Q3 2022 in Review

Schroders sold out of Whirlpool (WHR) in Q3 2022, closing a stake of 2,137 shares — an estimated $330K sold.

Schroders first reported a position in WHR in Q1 2022 and held it in 2 quarters. The position peaked at $580K in Q1 2022. 632 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

Schroders reported no remaining Whirlpool position as of Q3 2022 after selling out during the quarter.
Schroders sold 2,137 Whirlpool shares in Q3 2022, an estimated $330K.
Schroders first reported a position in Whirlpool in Q1 2022 and held it in 2 quarters.
Schroders's Whirlpool position peaked at $580K in Q1 2022.
632 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on Schroders's 13F filing for Q3 2022, filed 24 Oct 2022.