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Burleson & Co’s Whirlpool WHR Stock Holding History

Burleson & Co’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 		$10.5K Buy
74
+1
+1% +$142 ﹤0.01% 264
2022
Q3 		$10K Buy
73
+1
+1% +$159 ﹤0.01% 282
2022
Q2 		$11K Hold
72
– – ﹤0.01% 267
2022
Q1 		$12K Buy
72
+1
+1% +$203 ﹤0.01% 266
2021
Q4 		$17K Buy
71
+1
+1% +$220 ﹤0.01% 239
2021
Q3 		$14K Buy
+70
New +$15.4K ﹤0.01% 249

Other funds holding WHR

Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burleson & Co's WHR Position: Q4 2022 in Review

Burleson & Co increased its Whirlpool (WHR) stake by 1.4% in Q4 2022, buying an estimated $142 and bringing the position to 74 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Burleson & Co first reported a position in WHR in Q3 2021 and has held it in 6 quarters since. The position peaked at $17K in Q4 2021. 618 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Burleson & Co held 74 shares of Whirlpool worth $10.5K as of Q4 2022.
  • Burleson & Co bought 1 Whirlpool share in Q4 2022, an estimated $142.
  • Whirlpool made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #264 holding.
  • Burleson & Co first reported a position in Whirlpool in Q3 2021 and has held it in 6 quarters since.
  • Burleson & Co's Whirlpool position peaked at $17K in Q4 2021.
  • 618 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.