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Simplicity Solutions’s Whirlpool WHR Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-1,269
Closed -$229K – 987
2020
Q4 		$229K Sell
1,269
-61
-5% -$11.7K ﹤0.01% 871
2020
Q3 		$245K Buy
+1,330
New +$221K ﹤0.01% 771
2020
Q2 		– Sell
-7,815
Closed -$671K – 929
2020
Q1 		$671K Buy
7,815
+2,091
+37% +$275K 0.02% 426
2019
Q4 		$844K Buy
5,724
+64
+1% +$9.66K 0.03% 421
2019
Q3 		$896K Buy
5,660
+83
+1% +$11.9K 0.04% 325
2019
Q2 		$794K Buy
+5,577
New +$748K 0.03% 297

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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Simplicity Solutions's WHR Position: Q1 2021 in Review

Simplicity Solutions sold out of Whirlpool (WHR) in Q1 2021, closing a stake of 1,269 shares — an estimated $229K sold.

Simplicity Solutions first reported a position in WHR in Q2 2019 and held it in 6 quarters. The position peaked at $896K in Q3 2019. 643 funds tracked by Wall St. Rank hold WHR as of Q1 2021.

  • Simplicity Solutions reported no remaining Whirlpool position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 1,269 Whirlpool shares in Q1 2021, an estimated $229K.
  • Simplicity Solutions first reported a position in Whirlpool in Q2 2019 and held it in 6 quarters.
  • Simplicity Solutions's Whirlpool position peaked at $896K in Q3 2019.
  • 643 funds tracked by Wall St. Rank held Whirlpool as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.