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TOBAM’s Whirlpool WHR Stock Holding History

TOBAM’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
Q4 		– Sell
-221
Closed -$30K – 446
2022
Q3 		$30K Buy
+221
New +$35.2K ﹤0.01% 403
2022
Q2 		– Sell
-354
Closed -$61K – 490
2022
Q1 		$61K Buy
+354
New +$71.7K ﹤0.01% 367
2021
Q2 		– Sell
-212
Closed -$47K – 448
2021
Q1 		$47K Hold
212
– – ﹤0.01% 348
2020
Q4 		$38K Hold
212
– – ﹤0.01% 377
2020
Q3 		$39K Buy
+212
New +$35.2K ﹤0.01% 332

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TOBAM's WHR Position: Q4 2022 in Review

TOBAM sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 221 shares — an estimated $30K sold.

TOBAM first reported a position in WHR in Q3 2020 and held it in 5 quarters. The position peaked at $61K in Q1 2022. 617 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • TOBAM reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
  • TOBAM sold 221 Whirlpool shares in Q4 2022, an estimated $30K.
  • TOBAM first reported a position in Whirlpool in Q3 2020 and held it in 5 quarters.
  • TOBAM's Whirlpool position peaked at $61K in Q1 2022.
  • 617 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on TOBAM's 13F filing for Q4 2022, filed 2 Feb 2023.