SkyOak Wealth’s Whirlpool WHR Stock Holding History

SkyOak Wealth’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	-1,265	Closed	-$228K	–	252
2020 Q4	$228K	Sell	1,265 -39	-3%	-$7.47K	0.07%	191
2020 Q3	$240K	Buy	+1,304	New	+$217K	0.09%	172

Other funds holding WHR

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

SkyOak Wealth's WHR Position: Q1 2021 in Review

SkyOak Wealth sold out of Whirlpool (WHR) in Q1 2021, closing a stake of 1,265 shares — an estimated $228K sold.

SkyOak Wealth first reported a position in WHR in Q3 2020 and held it in 2 quarters. The position peaked at $240K in Q3 2020. 643 funds tracked by Wall St. Rank hold WHR as of Q1 2021.

SkyOak Wealth reported no remaining Whirlpool position as of Q1 2021 after selling out during the quarter.
SkyOak Wealth sold 1,265 Whirlpool shares in Q1 2021, an estimated $228K.
SkyOak Wealth first reported a position in Whirlpool in Q3 2020 and held it in 2 quarters.
SkyOak Wealth's Whirlpool position peaked at $240K in Q3 2020.
643 funds tracked by Wall St. Rank held Whirlpool as of Q1 2021.

Based on SkyOak Wealth's 13F filing for Q1 2021, filed 29 Apr 2021.