Willner & Heller’s Whirlpool WHR Stock Holding History

Willner & Heller’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 Q2	–	Sell	-1,103	Closed	-$259K	–	139
2022 Q1	$259K	Buy	1,103 +5	+0.5%	+$1.01K	0.32%	112
2021 Q4	$224K	Buy	+1,098	New	+$241K	0.3%	128

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Willner & Heller's WHR Position: Q2 2022 in Review

Willner & Heller sold out of Whirlpool (WHR) in Q2 2022, closing a stake of 1,103 shares — an estimated $259K sold.

Willner & Heller first reported a position in WHR in Q4 2021 and held it in 2 quarters. The position peaked at $259K in Q1 2022. 648 funds tracked by Wall St. Rank hold WHR as of Q2 2022.

Willner & Heller reported no remaining Whirlpool position as of Q2 2022 after selling out during the quarter.
Willner & Heller sold 1,103 Whirlpool shares in Q2 2022, an estimated $259K.
Willner & Heller first reported a position in Whirlpool in Q4 2021 and held it in 2 quarters.
Willner & Heller's Whirlpool position peaked at $259K in Q1 2022.
648 funds tracked by Wall St. Rank held Whirlpool as of Q2 2022.

Based on Willner & Heller's 13F filing for Q2 2022, filed 22 Jul 2022.