TCW Group’s Whirlpool WHR Stock Holding History

TCW 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	-24,353	Closed	-$4.21M	–	320
2022 Q1	$4.21M	Buy	24,353 +1,474	+6%	+$299K	0.04%	196
2021 Q4	$5.37M	Buy	22,879 +5,910	+35%	+$1.3M	0.04%	197
2021 Q3	$3.46K	Buy	16,969 +5,737	+51%	+$1.26M	0.01%	228
2021 Q2	$2.45M	Sell	11,232 -1,855	-14%	-$432K	0.02%	251
2021 Q1	$2.88M	Sell	13,087 -1,758	-12%	-$349K	0.03%	236
2020 Q4	$2.68M	Sell	14,845 -4,679	-24%	-$896K	0.02%	229
2020 Q3	$3.59M	Buy	19,524 +4,019	+26%	+$668K	0.04%	193
2020 Q2	$2.01M	Buy	+15,505	New	+$1.77M	0.02%	204
2015 Q2	–	Sell	-21,950	Closed	-$4.43M	–	727
2015 Q1	$4.43M	Buy	21,950 +100	+0.5%	+$20.3K	0.02%	409
2014 Q4	$4.23M	Sell	21,850 -16,400	-43%	-$2.82M	0.02%	440
2014 Q3	$5.57M	Sell	38,250 -700	-2%	-$103K	0.02%	451
2014 Q2	$5.42M	Buy	38,950 +450	+1%	+$66K	0.02%	474
2014 Q1	$5.75M	Sell	38,500 -350	-0.9%	-$50.7K	0.02%	454
2013 Q4	$6.09M	Sell	38,850 -300	-0.8%	-$44K	0.03%	451
2013 Q3	$5.73M	Buy	39,150 +300	+0.8%	+$39.7K	0.03%	460
2013 Q2	$4.44M	Buy	+38,850	New	+$4.71M	0.02%	498

Other funds holding WHR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

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

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