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Banque Cantonale Vaudoise’s Whirlpool WHR Stock Holding History

Banque Cantonale Vaudoise’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
2023
Q4 		– Sell
-838
Closed -$112K – 1200
2023
Q3 		$112K Sell
838
-1,913
-70% -$270K 0.01% 806
2023
Q2 		$409K Sell
2,751
-2,300
-46% -$316K 0.02% 533
2023
Q1 		$667K Hold
5,051
– – 0.03% 390
2022
Q4 		$714K Sell
5,051
-4,000
-44% -$569K 0.04% 371
2022
Q3 		$1.22M Sell
9,051
-500
-5% -$79.6K 0.07% 282
2022
Q2 		$1.48M Sell
9,551
-1,019
-10% -$177K 0.08% 254
2022
Q1 		$1.83M Buy
10,570
+4,500
+74% +$912K 0.08% 249
2021
Q4 		$1.42M Sell
6,070
-3,411
-36% -$749K 0.06% 326
2021
Q3 		$1.93M Buy
9,481
+1,930
+26% +$423K 0.08% 236
2021
Q2 		$1.65M Buy
7,551
+3,200
+74% +$745K 0.07% 280
2021
Q1 		$959K Buy
4,351
+1,100
+34% +$218K 0.05% 379
2020
Q4 		$587K Hold
3,251
– – 0.03% 451
2020
Q3 		$598K Buy
3,251
+1,000
+44% +$166K 0.04% 391
2020
Q2 		$292K Hold
2,251
– – 0.02% 549
2020
Q1 		$194K Hold
2,251
– – 0.02% 632
2019
Q4 		$332K Buy
+2,251
New +$340K 0.02% 595

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Banque Cantonale Vaudoise's WHR Position: Q4 2023 in Review

Banque Cantonale Vaudoise sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 838 shares — an estimated $112K sold.

Banque Cantonale Vaudoise first reported a position in WHR in Q4 2019 and held it in 16 quarters. The position peaked at $1.93M in Q3 2021. 585 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

  • Banque Cantonale Vaudoise reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
  • Banque Cantonale Vaudoise sold 838 Whirlpool shares in Q4 2023, an estimated $112K.
  • Banque Cantonale Vaudoise first reported a position in Whirlpool in Q4 2019 and held it in 16 quarters.
  • Banque Cantonale Vaudoise's Whirlpool position peaked at $1.93M in Q3 2021.
  • 585 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Banque Cantonale Vaudoise's 13F filing for Q4 2023, filed 7 Feb 2024.