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tru Independence’s Whirlpool WHR Stock Holding History

tru Independence’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
Q1 		– Sell
-92
Closed -$17 – 713
2020
Q4 		$17 Buy
+92
New +$17.6K ﹤0.01% 552
2020
Q3 		– Sell
-109
Closed -$14 – 857
2020
Q2 		$14 Hold
109
– – ﹤0.01% 553
2020
Q1 		$9 Hold
109
– – ﹤0.01% 453
2019
Q4 		$9K Buy
+109
New +$16.5K ﹤0.01% 582

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
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 $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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

tru Independence's WHR Position: Q1 2021 in Review

tru Independence sold out of Whirlpool (WHR) in Q1 2021, closing a stake of 92 shares — an estimated $17 sold.

tru Independence first reported a position in WHR in Q4 2019 and held it in 4 quarters. The position peaked at $9K in Q4 2019. 643 funds tracked by Wall St. Rank hold WHR as of Q1 2021.

  • tru Independence reported no remaining Whirlpool position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 92 Whirlpool shares in Q1 2021, an estimated $17.
  • tru Independence first reported a position in Whirlpool in Q4 2019 and held it in 4 quarters.
  • tru Independence's Whirlpool position peaked at $9K in Q4 2019.
  • 643 funds tracked by Wall St. Rank held Whirlpool as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.