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	–	919
2016 Q4	$264K	Buy	+1,457	New	+$241K	0.01%	774
2016 Q2	–	Sell	-2,010	Closed	-$362K	–	882
2016 Q1	$362K	Buy	+2,010	New	+$300K	0.01%	653
2015 Q2	–	Sell	-1,111	Closed	-$225K	–	890
2015 Q1	$225K	Buy	+1,111	New	+$226K	0.01%	748
2014 Q4	–	Sell	-1,812	Closed	-$263K	–	798
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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BOK Financial's WHR Position: Q1 2025 in Review

BOK Financial sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 28 shares — an estimated $3.3K sold.

BOK Financial first reported a position in WHR in Q1 2014 and held it in 11 quarters. The position peaked at $362K in Q1 2016. 533 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

BOK Financial reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
BOK Financial sold 28 Whirlpool shares in Q1 2025, an estimated $3.3K.
BOK Financial first reported a position in Whirlpool in Q1 2014 and held it in 11 quarters.
BOK Financial's Whirlpool position peaked at $362K in Q1 2016.
533 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on BOK Financial's 13F filing for Q1 2025, filed 13 May 2025.