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Castleview Partners’s Whirlpool WHR Stock Holding History

Castleview Partners’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
2021
Q2 		$14K Buy
+66
New +$15.4K 0.01% 623

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Castleview Partners's WHR Position: Q2 2021 in Review

Castleview Partners opened a new position in Whirlpool (WHR) in Q2 2021: 66 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #623 among its holdings.

661 funds tracked by Wall St. Rank hold WHR as of Q2 2021.

  • Castleview Partners held 66 shares of Whirlpool worth $14K as of Q2 2021.
  • Whirlpool was a new Castleview Partners position in Q2 2021.
  • Whirlpool made up 0.01% of Castleview Partners's portfolio in Q2 2021, its #623 holding.
  • 661 funds tracked by Wall St. Rank held Whirlpool as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.