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Schwarz Dygos Wheeler Investment Advisors’s Whirlpool WHR Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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
2021
Q3 		– Sell
-984
Closed -$215K – 139
2021
Q2 		$215K Hold
984
– – 0.08% 122
2021
Q1 		$217K Buy
+984
New +$195K 0.09% 118

Other funds holding WHR

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 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 $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's WHR Position: Q3 2021 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Whirlpool (WHR) in Q3 2021, closing a stake of 984 shares — an estimated $215K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in WHR in Q1 2021 and held it in 2 quarters. The position peaked at $217K in Q1 2021. 643 funds tracked by Wall St. Rank hold WHR as of Q3 2021.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Whirlpool position as of Q3 2021 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 984 Whirlpool shares in Q3 2021, an estimated $215K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Whirlpool in Q1 2021 and held it in 2 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's Whirlpool position peaked at $217K in Q1 2021.
  • 643 funds tracked by Wall St. Rank held Whirlpool as of Q3 2021.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q3 2021, filed 21 Oct 2021.