Birchbrook’s Whirlpool WHR Stock Holding History

Birchbrook’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 Q2	–	Sell	-15	Closed	-$1.79K	–	291
2024 Q1	$1.79K	Hold	15	–	–	﹤0.01%	248
2023 Q4	$1.83K	Buy	+15	New	+$1.75K	﹤0.01%	274

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

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

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Birchbrook's WHR Position: Q2 2024 in Review

Birchbrook sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 15 shares — an estimated $1.79K sold.

Birchbrook first reported a position in WHR in Q4 2023 and held it in 2 quarters. The position peaked at $1.83K in Q4 2023. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

Birchbrook reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
Birchbrook sold 15 Whirlpool shares in Q2 2024, an estimated $1.79K.
Birchbrook first reported a position in Whirlpool in Q4 2023 and held it in 2 quarters.
Birchbrook's Whirlpool position peaked at $1.83K in Q4 2023.
515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on Birchbrook's 13F filing for Q2 2024, filed 10 Jun 2025.