WCM
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Wedge Capital Management’s Whirlpool WHR Stock Holding History

Wedge Capital Management’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 		– Sell
-1,974
Closed -$306K – 434
2022
Q2 		$306K Sell
1,974
-195
-9% -$33.9K ﹤0.01% 348
2022
Q1 		$375K Sell
2,169
-313
-13% -$63.4K 0.01% 335
2021
Q4 		$582K Sell
2,482
-128,142
-98% -$28.1M 0.01% 311
2021
Q3 		$26.6M Buy
130,624
+1,144
+0.9% +$251K 0.34% 128
2021
Q2 		$28.2M Sell
129,480
-30,359
-19% -$7.07M 0.35% 134
2021
Q1 		$35.2M Sell
159,839
-2,813
-2% -$558K 0.42% 75
2020
Q4 		$29.4M Buy
+162,652
New +$31.2M 0.34% 95
2015
Q2 		– Sell
-245,560
Closed -$49.6M – 627
2015
Q1 		$49.6M Buy
245,560
+48,735
+25% +$9.9M 0.5% 70
2014
Q4 		$38.1M Buy
+196,825
New +$33.8M 0.38% 94
2013
Q3 		– Sell
-356,500
Closed -$40.8M – 516
2013
Q2 		$40.8M Buy
+356,500
New +$43.2M 0.49% 66

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GA
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LSV Asset Management
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Boston Partners
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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