Bramshill Investments’s Whirlpool WHR Stock Holding History

Bramshill Investments’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 Q4	–	Sell	-2,500	Closed	-$268K	–	162
2024 Q3	$268K	Buy	+2,500	New	+$251K	0.03%	124

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bramshill Investments's WHR Position: Q4 2024 in Review

Bramshill Investments sold out of Whirlpool (WHR) in Q4 2024, closing a stake of 2,500 shares — an estimated $268K sold.

Bramshill Investments first reported a position in WHR in Q3 2024 and held it in 1 quarter. The position peaked at $268K in Q3 2024. 543 funds tracked by Wall St. Rank hold WHR as of Q4 2024.

Bramshill Investments reported no remaining Whirlpool position as of Q4 2024 after selling out during the quarter.
Bramshill Investments sold 2,500 Whirlpool shares in Q4 2024, an estimated $268K.
Bramshill Investments first reported a position in Whirlpool in Q3 2024 and held it in 1 quarter.
Bramshill Investments's Whirlpool position peaked at $268K in Q3 2024.
543 funds tracked by Wall St. Rank held Whirlpool as of Q4 2024.

Based on Bramshill Investments's 13F filing for Q4 2024, filed 14 Feb 2025.