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Trinity Legacy Partners’s Whirlpool WHR Stock Holding History

Trinity Legacy Partners’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
Q1 		– Sell
-15,734
Closed -$3.69M – 122
2021
Q4 		$3.69M Buy
15,734
+283
+2% +$62.2K 1.25% 28
2021
Q3 		$3.15M Buy
15,451
+438
+3% +$96.1K 1.13% 31
2021
Q2 		$3.28M Buy
15,013
+999
+7% +$233K 1.21% 31
2021
Q1 		$3.29M Buy
14,014
+853
+6% +$169K 1.31% 26
2020
Q4 		$2.38M Buy
+13,161
New +$2.52M 1.08% 30

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Trinity Legacy Partners's WHR Position: Q1 2022 in Review

Trinity Legacy Partners sold out of Whirlpool (WHR) in Q1 2022, closing a stake of 15,734 shares — an estimated $3.69M sold.

Trinity Legacy Partners first reported a position in WHR in Q4 2020 and held it in 5 quarters. The position peaked at $3.69M in Q4 2021. 671 funds tracked by Wall St. Rank hold WHR as of Q1 2022.

  • Trinity Legacy Partners reported no remaining Whirlpool position as of Q1 2022 after selling out during the quarter.
  • Trinity Legacy Partners sold 15,734 Whirlpool shares in Q1 2022, an estimated $3.69M.
  • Trinity Legacy Partners first reported a position in Whirlpool in Q4 2020 and held it in 5 quarters.
  • Trinity Legacy Partners's Whirlpool position peaked at $3.69M in Q4 2021.
  • 671 funds tracked by Wall St. Rank held Whirlpool as of Q1 2022.

Based on Trinity Legacy Partners's 13F filing for Q1 2022, filed 13 Apr 2022.