Surevest’s Whirlpool WHR Stock Holding History

Surevest’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 Q3	–	Sell	-3	Closed	–	–	600
2022 Q2	$0	Hold	3	–	–	﹤0.01%	604
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	515
2021 Q4	$1K	Buy	+3	New	+$659	﹤0.01%	523

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

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

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

LAM

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

Surevest's WHR Position: Q3 2022 in Review

Surevest sold out of Whirlpool (WHR) in Q3 2022, closing a stake of 3 shares.

Surevest first reported a position in WHR in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 631 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

Surevest reported no remaining Whirlpool position as of Q3 2022 after selling out during the quarter.
Surevest sold 3 Whirlpool shares in Q3 2022.
Surevest first reported a position in Whirlpool in Q4 2021 and held it in 3 quarters.
Surevest's Whirlpool position peaked at $1K in Q1 2022.
631 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.