BOK Financial’s Whirlpool WHR Stock Holding History

BOK Financial’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
2025 Q1	–	Sell	-28	Closed	-$3.3K	–	1381
2024 Q4	$3.3K	Buy	+28	New	+$3.09K	﹤0.01%	1087
2024 Q1	–	Sell	-20	Closed	-$2.44K	–	1346
2023 Q4	$2.44K	Buy	20 +5	+33%	+$583	﹤0.01%	1090
2023 Q3	$1.57K	Buy	15 +4	+36%	+$565	﹤0.01%	1060
2023 Q2	$1.64K	Sell	11 -4	-27%	-$549	﹤0.01%	1028
2023 Q1	$1.98K	Buy	+15	New	+$2.14K	﹤0.01%	1112
2017 Q1	–	Sell	-1,457	Closed	-$264K	–	922
2016 Q4	$264K	Buy	+1,457	New	+$241K	0.01%	774
2016 Q2	–	Sell	-2,010	Closed	-$362K	–	883
2016 Q1	$362K	Buy	+2,010	New	+$300K	0.01%	653
2015 Q2	–	Sell	-1,111	Closed	-$225K	–	892
2015 Q1	$225K	Buy	+1,111	New	+$226K	0.01%	748
2014 Q4	–	Sell	-1,812	Closed	-$263K	–	801
2014 Q3	$263K	Buy	1,812 +230	+15%	+$34K	0.01%	742
2014 Q2	$220K	Buy	1,582 +34	+2%	+$4.99K	0.01%	855
2014 Q1	$231K	Buy	+1,548	New	+$224K	0.01%	813

Other funds holding WHR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Primecap Management

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

Fidelity Investments

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

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

Newport Trust Company

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management

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

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