WQ
WHR icon

Wealth Quarterback’s Whirlpool WHR Stock Holding History

Wealth Quarterback’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
Q3 		$52K Sell
254
-85
-25% -$18.6K 0.03% 226
2021
Q2 		$74K Buy
+339
New +$79K 0.05% 200
2020
Q2 		– Sell
-531
Closed -$43.3K – 789
2020
Q1 		$43.3K Buy
531
+1
+0.2% +$131 0.04% 247
2019
Q4 		$78.2K Buy
+530
New +$80K 0.07% 188

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
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Wealth Quarterback's WHR Position: Q3 2021 in Review

Wealth Quarterback reduced its Whirlpool (WHR) stake by 25% in Q3 2021, selling an estimated $18.6K and leaving 254 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #226.

Wealth Quarterback first reported a position in WHR in Q4 2019 and has held it in 4 quarters since. The position peaked at $78.2K in Q4 2019. 642 funds tracked by Wall St. Rank hold WHR as of Q3 2021.

  • Wealth Quarterback held 254 shares of Whirlpool worth $52K as of Q3 2021.
  • Wealth Quarterback sold 85 Whirlpool shares in Q3 2021, an estimated $18.6K.
  • Whirlpool made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #226 holding.
  • Wealth Quarterback first reported a position in Whirlpool in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Whirlpool position peaked at $78.2K in Q4 2019.
  • 642 funds tracked by Wall St. Rank held Whirlpool as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.