SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / WHR

Swaine & Leidel Wealth Services, LLC’s Whirlpool Corp Position

Does Swaine & Leidel Wealth Services, LLC own Whirlpool Corp (WHR)? Not currently — the last reported position was 13.2K shares worth $2M in Q3 2019; the fund’s latest 13F (Q1 2022) no longer reports it.

Position Value
$2M
Q3 2019
Shares
13.2K
% of Portfolio
+1.96%
Quarters Held
3
position exited

Position History WHR

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ3 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q3 201913.2K$2M+1.96%
Q2 201911.4K$2M+2.11%
Q1 20198.3K$2M+2.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Swaine & Leidel Wealth Services, LLC’s full portfolio or all institutional holders of WHR.