Algert Global’s Whirlpool WHR Stock Holding History

Algert Global’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
2024 Q3	–	Sell	-5,485	Closed	-$561K	–	1613
2024 Q2	$561K	Buy	+5,485	New	+$534K	0.02%	868
2014 Q1	–	Sell	-1,310	Closed	-$205K	–	376
2013 Q4	$205K	Buy	+1,310	New	+$192K	0.05%	318

Other funds holding WHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Algert Global's WHR Position: Q3 2024 in Review

Algert Global sold out of Whirlpool (WHR) in Q3 2024, closing a stake of 5,485 shares — an estimated $561K sold.

Algert Global first reported a position in WHR in Q4 2013 and held it in 2 quarters. The position peaked at $561K in Q2 2024. 531 funds tracked by Wall St. Rank hold WHR as of Q3 2024.

Algert Global reported no remaining Whirlpool position as of Q3 2024 after selling out during the quarter.
Algert Global sold 5,485 Whirlpool shares in Q3 2024, an estimated $561K.
Algert Global first reported a position in Whirlpool in Q4 2013 and held it in 2 quarters.
Algert Global's Whirlpool position peaked at $561K in Q2 2024.
531 funds tracked by Wall St. Rank held Whirlpool as of Q3 2024.

Based on Algert Global's 13F filing for Q3 2024, filed 12 Nov 2024.