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USA Financial Formulas’s Whirlpool WHR Stock Holding History

USA Financial Formulas’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
Q3 		$1K Hold
6
– – ﹤0.01% 285
2022
Q2 		$1K Sell
6
-16
-73% -$2.78K ﹤0.01% 313
2022
Q1 		$4K Buy
+22
New +$4.46K ﹤0.01% 197
2020
Q1 		– Sell
-16
Closed -$2K – 318
2019
Q4 		$2K Buy
+16
New +$2.42K ﹤0.01% 209
2015
Q2 		– Sell
-8,479
Closed -$1.71M – 282
2015
Q1 		$1.71M Buy
+8,479
New +$1.72M 0.56% 60

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

USA Financial Formulas's WHR Position: Q3 2022 in Review

USA Financial Formulas held its Whirlpool (WHR) position steady in Q3 2022 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

USA Financial Formulas first reported a position in WHR in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.71M in Q1 2015. 631 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

  • USA Financial Formulas held 6 shares of Whirlpool worth $1K as of Q3 2022.
  • USA Financial Formulas left its Whirlpool share count unchanged in Q3 2022.
  • Whirlpool made up ﹤0.01% of USA Financial Formulas's portfolio in Q3 2022, its #285 holding.
  • USA Financial Formulas first reported a position in Whirlpool in Q1 2015 and has held it in 5 quarters since.
  • USA Financial Formulas's Whirlpool position peaked at $1.71M in Q1 2015.
  • 631 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on USA Financial Formulas's 13F filing for Q3 2022, filed 24 Oct 2022.