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SummerHaven Investment Management’s Whirlpool WHR Stock Holding History

SummerHaven Investment Management’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
Q3 		– Sell
-3,130
Closed -$682K – 303
2021
Q2 		$682K Buy
3,130
+76
+2% +$17.7K 0.39% 146
2021
Q1 		$673K Hold
3,054
– – 0.41% 136
2020
Q4 		$551K Buy
+3,054
New +$585K 0.43% 151

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

SummerHaven Investment Management's WHR Position: Q3 2021 in Review

SummerHaven Investment Management sold out of Whirlpool (WHR) in Q3 2021, closing a stake of 3,130 shares — an estimated $682K sold.

SummerHaven Investment Management first reported a position in WHR in Q4 2020 and held it in 3 quarters. The position peaked at $682K in Q2 2021. 642 funds tracked by Wall St. Rank hold WHR as of Q3 2021.

  • SummerHaven Investment Management reported no remaining Whirlpool position as of Q3 2021 after selling out during the quarter.
  • SummerHaven Investment Management sold 3,130 Whirlpool shares in Q3 2021, an estimated $682K.
  • SummerHaven Investment Management first reported a position in Whirlpool in Q4 2020 and held it in 3 quarters.
  • SummerHaven Investment Management's Whirlpool position peaked at $682K in Q2 2021.
  • 642 funds tracked by Wall St. Rank held Whirlpool as of Q3 2021.

Based on SummerHaven Investment Management's 13F filing for Q3 2021, filed 20 Oct 2021.