UFF
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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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return