SRH Advisors’s Whirlpool WHR Stock Holding History

SRH Advisors’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
2023 Q1	–	Sell	-5	Closed	-$1K	–	306
2022 Q4	$1K	Hold	5	–	–	﹤0.01%	293
2022 Q3	$1K	Buy	+5	New	+$796	﹤0.01%	310

Other funds holding WHR

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SRH Advisors's WHR Position: Q1 2023 in Review

SRH Advisors sold out of Whirlpool (WHR) in Q1 2023, closing a stake of 5 shares — an estimated $1K sold.

SRH Advisors first reported a position in WHR in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q4 2022. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2023.

SRH Advisors reported no remaining Whirlpool position as of Q1 2023 after selling out during the quarter.
SRH Advisors sold 5 Whirlpool shares in Q1 2023, an estimated $1K.
SRH Advisors first reported a position in Whirlpool in Q3 2022 and held it in 2 quarters.
SRH Advisors's Whirlpool position peaked at $1K in Q4 2022.
623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2023.

Based on SRH Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.