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Univest Financial’s Whirlpool WHR Stock Holding History

Univest Financial’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
-903
Closed -$212K – 116
2021
Q4 		$212K Sell
903
-202
-18% -$44.4K 0.05% 111
2021
Q3 		$225K Buy
1,105
+34
+3% +$7.46K 0.06% 106
2021
Q2 		$233K Buy
+1,071
New +$249K 0.06% 104

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

Univest Financial's WHR Position: Q1 2022 in Review

Univest Financial sold out of Whirlpool (WHR) in Q1 2022, closing a stake of 903 shares — an estimated $212K sold.

Univest Financial first reported a position in WHR in Q2 2021 and held it in 3 quarters. The position peaked at $233K in Q2 2021. 671 funds tracked by Wall St. Rank hold WHR as of Q1 2022.

  • Univest Financial reported no remaining Whirlpool position as of Q1 2022 after selling out during the quarter.
  • Univest Financial sold 903 Whirlpool shares in Q1 2022, an estimated $212K.
  • Univest Financial first reported a position in Whirlpool in Q2 2021 and held it in 3 quarters.
  • Univest Financial's Whirlpool position peaked at $233K in Q2 2021.
  • 671 funds tracked by Wall St. Rank held Whirlpool as of Q1 2022.

Based on Univest Financial's 13F filing for Q1 2022, filed 5 May 2022.