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WMS Partners’s Whirlpool WHR Stock Holding History

WMS Partners’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
Q4 		– Sell
-1,638
Closed -$334K – 301
2021
Q3 		$334K Hold
1,638
– – 0.05% 196
2021
Q2 		$357K Buy
+1,638
New +$382K 0.05% 179
2021
Q1 		– Sell
-1,945
Closed -$351K – 262
2020
Q4 		$351K Hold
1,945
– – 0.06% 171
2020
Q3 		$358K Hold
1,945
– – 0.07% 155
2020
Q2 		$252K Buy
+1,945
New +$223K 0.05% 180
2018
Q3 		– Sell
-1,460
Closed -$213K – 230
2018
Q2 		$213K Buy
+1,460
New +$222K 0.02% 205
2018
Q1 		– Sell
-2,561
Closed -$432K – 237
2017
Q4 		$432K Hold
2,561
– – 0.05% 143
2017
Q3 		$472K Buy
2,561
+20
+0.8% +$3.58K 0.06% 129
2017
Q2 		$487K Sell
2,541
-40
-2% -$7.32K 0.06% 124
2017
Q1 		$442K Hold
2,581
– – 0.06% 128
2016
Q4 		$469K Hold
2,581
– – 0.06% 114
2016
Q3 		$419K Hold
2,581
– – 0.06% 124
2016
Q2 		$430K Buy
2,581
+40
+2% +$7.06K 0.06% 125
2016
Q1 		$458K Hold
2,541
– – 0.06% 122
2015
Q4 		$373K Sell
2,541
-51
-2% -$7.91K 0.05% 141
2015
Q3 		$382K Buy
2,592
+51
+2% +$8.63K 0.06% 138
2015
Q2 		$440K Sell
2,541
-7
-0.3% -$1.31K 0.05% 186
2015
Q1 		$515K Buy
2,548
+7
+0.3% +$1.42K 0.06% 160
2014
Q4 		$492K Buy
2,541
+120
+5% +$20.6K 0.08% 116
2014
Q3 		$352K Buy
+2,421
New +$358K 0.06% 167

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

WMS Partners's WHR Position: Q4 2021 in Review

WMS Partners sold out of Whirlpool (WHR) in Q4 2021, closing a stake of 1,638 shares — an estimated $334K sold.

WMS Partners first reported a position in WHR in Q3 2014 and held it in 20 quarters. The position peaked at $515K in Q1 2015. 711 funds tracked by Wall St. Rank hold WHR as of Q4 2021.

  • WMS Partners reported no remaining Whirlpool position as of Q4 2021 after selling out during the quarter.
  • WMS Partners sold 1,638 Whirlpool shares in Q4 2021, an estimated $334K.
  • WMS Partners first reported a position in Whirlpool in Q3 2014 and held it in 20 quarters.
  • WMS Partners's Whirlpool position peaked at $515K in Q1 2015.
  • 711 funds tracked by Wall St. Rank held Whirlpool as of Q4 2021.

Based on WMS Partners's 13F filing for Q4 2021, filed 14 Feb 2022.