TC
WHR icon

Towle & Co’s Whirlpool WHR Stock Holding History

Towle & Co’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
Q4 		– Sell
-73,674
Closed -$15M – 35
2021
Q3 		$15M Sell
73,674
-1,539
-2% -$338K 1.88% 27
2021
Q2 		$16.4M Sell
75,213
-8,190
-10% -$1.91M 1.89% 29
2021
Q1 		$18.4M Sell
83,403
-2,900
-3% -$576K 1.94% 29
2020
Q4 		$15.6M Sell
86,303
-26,558
-24% -$5.09M 2.06% 27
2020
Q3 		$20.8M Sell
112,861
-50,600
-31% -$8.41M 3.48% 12
2020
Q2 		$21.2M Buy
163,461
+7,490
+5% +$857K 3.96% 11
2020
Q1 		$13.4M Buy
155,971
+18,570
+14% +$2.44M 3.25% 12
2019
Q4 		$20.3M Sell
137,401
-2,360
-2% -$356K 2.35% 25
2019
Q3 		$22.1M Sell
139,761
-19,570
-12% -$2.81M 2.78% 19
2019
Q2 		$22.7M Buy
159,331
+37,090
+30% +$4.97M 2.64% 21
2019
Q1 		$16.2M Buy
+122,241
New +$16.1M 1.85% 28

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $8.66B AUM 17.37% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Towle & Co's WHR Position: Q4 2021 in Review

Towle & Co sold out of Whirlpool (WHR) in Q4 2021, closing a stake of 73,674 shares — an estimated $15M sold.

Towle & Co first reported a position in WHR in Q1 2019 and held it in 11 quarters. The position peaked at $22.7M in Q2 2019. 712 funds tracked by Wall St. Rank hold WHR as of Q4 2021.

  • Towle & Co reported no remaining Whirlpool position as of Q4 2021 after selling out during the quarter.
  • Towle & Co sold 73,674 Whirlpool shares in Q4 2021, an estimated $15M.
  • Towle & Co first reported a position in Whirlpool in Q1 2019 and held it in 11 quarters.
  • Towle & Co's Whirlpool position peaked at $22.7M in Q2 2019.
  • 712 funds tracked by Wall St. Rank held Whirlpool as of Q4 2021.

Based on Towle & Co's 13F filing for Q4 2021, filed 14 Feb 2022.