Bourgeon Capital Management’s Whirlpool WHR Stock Holding History

Bourgeon Capital 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
2022 Q4	–	Sell	-8	Closed	-$1K	–	474
2022 Q3	$1K	Buy	+8	New	+$1.27K	﹤0.01%	361

Other funds holding WHR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bourgeon Capital Management's WHR Position: Q4 2022 in Review

Bourgeon Capital Management sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 8 shares — an estimated $1K sold.

Bourgeon Capital Management first reported a position in WHR in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 617 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

Bourgeon Capital Management reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
Bourgeon Capital Management sold 8 Whirlpool shares in Q4 2022, an estimated $1K.
Bourgeon Capital Management first reported a position in Whirlpool in Q3 2022 and held it in 1 quarter.
Bourgeon Capital Management's Whirlpool position peaked at $1K in Q3 2022.
617 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.