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Cambridge Trust’s Whirlpool WHR Stock Holding History

Cambridge Trust’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
Q1 		$26.9K Buy
225
+50
+29% +$5.57K ﹤0.01% 490
2023
Q4 		$21.3K Hold
175
– – ﹤0.01% 502
2023
Q3 		$23.4K Hold
175
– – ﹤0.01% 485
2023
Q2 		$26K Buy
+175
New +$24K ﹤0.01% 489
2022
Q4 		– Sell
-19
Closed -$3K – 907
2022
Q3 		$3K Sell
19
-205
-92% -$32.6K ﹤0.01% 768
2022
Q2 		$35K Buy
224
+122
+120% +$21.2K ﹤0.01% 535
2022
Q1 		$18K Buy
102
+86
+538% +$17.4K ﹤0.01% 677
2021
Q4 		$4K Buy
+16
New +$3.51K ﹤0.01% 921

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Cambridge Trust's WHR Position: Q1 2024 in Review

Cambridge Trust increased its Whirlpool (WHR) stake by 29% in Q1 2024, buying an estimated $5.57K and bringing the position to 225 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Cambridge Trust first reported a position in WHR in Q4 2021 and has held it in 8 quarters since. The position peaked at $35K in Q2 2022. 562 funds tracked by Wall St. Rank hold WHR as of Q1 2024.

  • Cambridge Trust held 225 shares of Whirlpool worth $26.9K as of Q1 2024.
  • Cambridge Trust bought 50 Whirlpool shares in Q1 2024, an estimated $5.57K.
  • Whirlpool made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #490 holding.
  • Cambridge Trust first reported a position in Whirlpool in Q4 2021 and has held it in 8 quarters since.
  • Cambridge Trust's Whirlpool position peaked at $35K in Q2 2022.
  • 562 funds tracked by Wall St. Rank held Whirlpool as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.