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Sowell Financial Services’s Whirlpool WHR Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-174
Closed -$44K – 2732
2021
Q1 		$44K Buy
174
+18
+12% +$3.57K ﹤0.01% 1716
2020
Q4 		$28K Hold
156
– – ﹤0.01% 1609
2020
Q3 		$29K Sell
156
-1,429
-90% -$237K ﹤0.01% 1406
2020
Q2 		$205K Buy
1,585
+1,479
+1,395% +$169K 0.01% 715
2020
Q1 		$9K Hold
106
– – ﹤0.01% 1657
2019
Q4 		$16K Sell
106
-38
-26% -$5.74K ﹤0.01% 1521
2019
Q3 		$23K Buy
+144
New +$20.7K ﹤0.01% 1237
2017
Q1 		– Sell
-50
Closed -$9K – 560
2016
Q4 		$9K Buy
+50
New +$8.28K ﹤0.01% 494

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sowell Financial Services's WHR Position: Q2 2021 in Review

Sowell Financial Services sold out of Whirlpool (WHR) in Q2 2021, closing a stake of 174 shares — an estimated $44K sold.

Sowell Financial Services first reported a position in WHR in Q4 2016 and held it in 8 quarters. The position peaked at $205K in Q2 2020. 661 funds tracked by Wall St. Rank hold WHR as of Q2 2021.

  • Sowell Financial Services reported no remaining Whirlpool position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 174 Whirlpool shares in Q2 2021, an estimated $44K.
  • Sowell Financial Services first reported a position in Whirlpool in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's Whirlpool position peaked at $205K in Q2 2020.
  • 661 funds tracked by Wall St. Rank held Whirlpool as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.