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Signet Financial Management’s Whirlpool WHR Stock Holding History

Signet Financial Management’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
-1,403
Closed -$217K – 258
2022
Q2 		$217K Hold
1,403
– – 0.04% 234
2022
Q1 		$242K Sell
1,403
-106
-7% -$21.5K 0.04% 226
2021
Q4 		$354K Buy
+1,509
New +$331K 0.05% 201
2018
Q3 		– Sell
-31
Closed -$4.11K – 1054
2018
Q2 		$5K Hold
31
– – ﹤0.01% 728
2018
Q1 		$5K Buy
+31
New +$5.18K ﹤0.01% 675
2017
Q4 		– Sell
-25,448
Closed -$4.69M – 222
2017
Q3 		$4.69M Buy
25,448
+635
+3% +$114K 0.92% 47
2017
Q2 		$4.75M Sell
24,813
-125
-0.5% -$22.9K 1.01% 39
2017
Q1 		$4.27M Sell
24,938
-1,132
-4% -$201K 0.93% 45
2016
Q4 		$4.74M Sell
26,070
-2,503
-9% -$414K 1.13% 39
2016
Q3 		$4.63M Sell
28,573
-1,624
-5% -$288K 1.09% 37
2016
Q2 		$5.03M Sell
30,197
-4,840
-14% -$854K 1.17% 36
2016
Q1 		$6.32M Sell
35,037
-276
-0.8% -$41.1K 1.33% 29
2015
Q4 		$5.19M Buy
35,313
+1,187
+3% +$184K 1.06% 42
2015
Q3 		$5.03M Buy
34,126
+6,120
+22% +$1.04M 1.14% 42
2015
Q2 		$4.85M Buy
28,006
+8,025
+40% +$1.51M 1.11% 43
2015
Q1 		$4.04M Buy
19,981
+5,009
+33% +$1.02M 1.12% 44
2014
Q4 		$2.9M Buy
+14,972
New +$2.57M 1.06% 44

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
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

Signet Financial Management's WHR Position: Q3 2022 in Review

Signet Financial Management sold out of Whirlpool (WHR) in Q3 2022, closing a stake of 1,403 shares — an estimated $217K sold.

Signet Financial Management first reported a position in WHR in Q4 2014 and held it in 17 quarters. The position peaked at $6.32M in Q1 2016. 631 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

  • Signet Financial Management reported no remaining Whirlpool position as of Q3 2022 after selling out during the quarter.
  • Signet Financial Management sold 1,403 Whirlpool shares in Q3 2022, an estimated $217K.
  • Signet Financial Management first reported a position in Whirlpool in Q4 2014 and held it in 17 quarters.
  • Signet Financial Management's Whirlpool position peaked at $6.32M in Q1 2016.
  • 631 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on Signet Financial Management's 13F filing for Q3 2022, filed 14 Nov 2022.