Sierra Capital’s Whirlpool WHR Stock Holding History

Sierra Capital’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
2023 Q1	–	Sell	-5	Closed	-$1K	–	553
2022 Q4	$1K	Hold	5	–	–	﹤0.01%	624
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	642
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	701
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	801
2021 Q4	$1K	Buy	+5	New	+$1.1K	﹤0.01%	809

Other funds holding WHR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Sierra Capital's WHR Position: Q1 2023 in Review

Sierra Capital sold out of Whirlpool (WHR) in Q1 2023, closing a stake of 5 shares — an estimated $1K sold.

Sierra Capital first reported a position in WHR in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q4 2022. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2023.

Sierra Capital reported no remaining Whirlpool position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 5 Whirlpool shares in Q1 2023, an estimated $1K.
Sierra Capital first reported a position in Whirlpool in Q4 2021 and held it in 5 quarters.
Sierra Capital's Whirlpool position peaked at $1K in Q4 2022.
623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.