B. Metzler seel. Sohn & Co’s Whirlpool WHR Stock Holding History

B. Metzler seel. Sohn & Co’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 Q1	–	Sell	-2,100	Closed	-$256K	–	779
2023 Q4	$256K	Sell	2,100 -1,048	-33%	-$122K	﹤0.01%	708
2023 Q3	$421K	Sell	3,148 -6,890	-69%	-$973K	0.01%	602
2023 Q2	$1.49M	Buy	10,038 +3,890	+63%	+$534K	0.02%	420
2023 Q1	$812K	Hold	6,148	–	–	0.01%	477
2022 Q4	$870K	Hold	6,148	–	–	0.01%	455
2022 Q3	$829K	Hold	6,148	–	–	0.02%	458
2022 Q2	$952K	Buy	+6,148	New	+$1.07M	0.02%	445
2022 Q1	–	Sell	-2,256	Closed	-$525K	–	793
2021 Q4	$525K	Sell	2,256 -508	-18%	-$112K	0.01%	553
2021 Q3	$563K	Hold	2,764	–	–	0.01%	540
2021 Q2	$603K	Sell	2,764 -926	-25%	-$216K	0.01%	523
2021 Q1	$813K	Hold	3,690	–	–	0.01%	456
2020 Q4	$680K	Buy	+3,690	New	+$707K	0.01%	474

Other funds holding WHR

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

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

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

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

B. Metzler seel. Sohn & Co's WHR Position: Q1 2024 in Review

B. Metzler seel. Sohn & Co sold out of Whirlpool (WHR) in Q1 2024, closing a stake of 2,100 shares — an estimated $256K sold.

B. Metzler seel. Sohn & Co first reported a position in WHR in Q4 2020 and held it in 12 quarters. The position peaked at $1.49M in Q2 2023. 562 funds tracked by Wall St. Rank hold WHR as of Q1 2024.

B. Metzler seel. Sohn & Co reported no remaining Whirlpool position as of Q1 2024 after selling out during the quarter.
B. Metzler seel. Sohn & Co sold 2,100 Whirlpool shares in Q1 2024, an estimated $256K.
B. Metzler seel. Sohn & Co first reported a position in Whirlpool in Q4 2020 and held it in 12 quarters.
B. Metzler seel. Sohn & Co's Whirlpool position peaked at $1.49M in Q2 2023.
562 funds tracked by Wall St. Rank held Whirlpool as of Q1 2024.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2024, filed 15 May 2024.