SMG
WHR icon

Spectrum Management Group’s Whirlpool WHR Stock Holding History

Spectrum Management Group’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
Q2 		– Sell
-27,898
Closed -$4.82M – 331
2022
Q1 		$4.82M Buy
27,898
+311
+1% +$63K 0.76% 39
2021
Q4 		$6.47M Buy
27,587
+170
+0.6% +$37.3K 0.93% 34
2021
Q3 		$5.59M Buy
27,417
+2,758
+11% +$605K 0.88% 34
2021
Q2 		$5.38M Buy
24,659
+593
+2% +$138K 0.94% 30
2021
Q1 		$5.3M Sell
24,066
-4,608
-16% -$915K 1.06% 29
2020
Q4 		$5.17M Buy
28,674
+8,880
+45% +$1.7M 1.08% 19
2020
Q3 		$3.64M Buy
+19,794
New +$3.29M 0.85% 41
2017
Q4 		– Sell
-257
Closed -$47K – 423
2017
Q3 		$47K Buy
+257
New +$46K 0.02% 172
2016
Q2 		– Sell
-7
Closed -$1K – 225
2016
Q1 		$1K Hold
7
– – ﹤0.01% 245
2015
Q4 		$1K Buy
+7
New +$1.09K ﹤0.01% 233

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Spectrum Management Group's WHR Position: Q2 2022 in Review

Spectrum Management Group sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 27,898 shares — an estimated $4.82M sold.

Spectrum Management Group first reported a position in WHR in Q4 2015 and held it in 10 quarters. The position peaked at $6.47M in Q4 2021. 648 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

  • Spectrum Management Group reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
  • Spectrum Management Group sold 27,898 Whirlpool shares in Q2 2022, an estimated $4.82M.
  • Spectrum Management Group first reported a position in Whirlpool in Q4 2015 and held it in 10 quarters.
  • Spectrum Management Group's Whirlpool position peaked at $6.47M in Q4 2021.
  • 648 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Spectrum Management Group's 13F filing for Q2 2022, filed 29 Jul 2022.