BerganKDV Wealth Management’s Whirlpool WHR Stock Holding History

BerganKDV Wealth Management’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 Q2	$227K	Hold	1,524	–	–	0.02%	220
2023 Q1	$201K	Hold	1,524	–	–	0.02%	234
2022 Q4	$216K	Hold	1,524	–	–	0.02%	226
2022 Q3	$205K	Hold	1,524	–	–	0.02%	223
2022 Q2	$236K	Hold	1,524	–	–	0.03%	232
2022 Q1	$263K	Hold	1,524	–	–	0.03%	227
2021 Q4	$358K	Hold	1,524	–	–	0.04%	218
2021 Q3	$311K	Hold	1,524	–	–	0.04%	218
2021 Q2	$332K	Hold	1,524	–	–	0.04%	210
2021 Q1	$336K	Hold	1,524	–	–	0.04%	199
2020 Q4	$275K	Hold	1,524	–	–	0.04%	197
2020 Q3	$280K	Hold	1,524	–	–	0.04%	191
2020 Q2	$197K	Sell	1,524 -500	-25%	-$57.2K	0.03%	219
2020 Q1	$174K	Hold	2,024	–	–	0.04%	216
2019 Q4	$299K	Hold	2,024	–	–	0.05%	192
2019 Q3	$321K	Hold	2,024	–	–	0.06%	167
2019 Q2	$288K	Hold	2,024	–	–	0.06%	176
2019 Q1	$269K	Hold	2,024	–	–	0.06%	172
2018 Q4	$216K	Sell	2,024 -200	-9%	-$22.7K	0.05%	176
2018 Q3	$264K	Sell	2,224 -100	-4%	-$13.3K	0.06%	173
2018 Q2	$340K	Sell	2,324 -1,939	-45%	-$295K	0.08%	141
2018 Q1	$653K	Hold	4,263	–	–	0.18%	105
2017 Q4	$719K	Hold	4,263	–	–	0.17%	109
2017 Q3	$786K	Hold	4,263	–	–	0.2%	101
2017 Q2	$817K	Hold	4,263	–	–	0.23%	84
2017 Q1	$730K	Sell	4,263 -50	-1%	-$8.88K	0.22%	94
2016 Q4	$784K	Hold	4,313	–	–	0.26%	76
2016 Q3	$699K	Hold	4,313	–	–	0.24%	77
2016 Q2	$719K	Hold	4,313	–	–	0.31%	69
2016 Q1	$778K	Buy	+4,313	New	+$643K	0.47%	64

Other funds holding WHR

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

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

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

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

BerganKDV Wealth Management's WHR Position: Q2 2023 in Review

BerganKDV Wealth Management held its Whirlpool (WHR) position steady in Q2 2023 at 1,524 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #220.

BerganKDV Wealth Management first reported a position in WHR in Q1 2016 and has held it in 30 quarters since. The position peaked at $817K in Q2 2017. 630 funds tracked by Wall St. Rank hold WHR as of Q2 2023.

BerganKDV Wealth Management held 1,524 shares of Whirlpool worth $227K as of Q2 2023.
BerganKDV Wealth Management left its Whirlpool share count unchanged in Q2 2023.
Whirlpool made up 0.02% of BerganKDV Wealth Management's portfolio in Q2 2023, its #220 holding.
BerganKDV Wealth Management first reported a position in Whirlpool in Q1 2016 and has held it in 30 quarters since.
BerganKDV Wealth Management's Whirlpool position peaked at $817K in Q2 2017.
630 funds tracked by Wall St. Rank held Whirlpool as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.