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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
2018
Q4 		– Sell
-400
Closed -$2K – 838
2018
Q3 		$2K Sell
400
-1,600
-80% -$212K ﹤0.01% 924
2018
Q2 		$5K Buy
+2,000
New +$304K ﹤0.01% 727

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
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 $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 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. 632 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.
  • 632 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.