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Cerity Partners OCIO’s Whirlpool WHR Stock Holding History

Cerity Partners OCIO’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 		$5.25M Buy
+37,083
New +$5.27M 0.17% 89
2019
Q2 		– Sell
-12,389
Closed -$1.65M – 338
2019
Q1 		$1.65M Buy
12,389
+656
+6% +$86.6K 0.09% 99
2018
Q4 		$1.25M Buy
11,733
+738
+7% +$83.7K 0.08% 113
2018
Q3 		$1.31M Buy
+10,995
New +$1.46M 0.08% 104

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 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 $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners OCIO's WHR Position: Q4 2022 in Review

Cerity Partners OCIO opened a new position in Whirlpool (WHR) in Q4 2022: 37,083 shares worth $5.25M. The stake represents 0.17% of the portfolio and ranks #89 among its holdings. This is a return to the name: Cerity Partners OCIO previously reported a position in WHR as recently as Q1 2019.

Cerity Partners OCIO first reported a position in WHR in Q3 2018 and has held it in 4 quarters since. 616 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Cerity Partners OCIO held 37,083 shares of Whirlpool worth $5.25M as of Q4 2022.
  • Whirlpool was a new Cerity Partners OCIO position in Q4 2022.
  • Whirlpool made up 0.17% of Cerity Partners OCIO's portfolio in Q4 2022, its #89 holding.
  • Cerity Partners OCIO first reported a position in Whirlpool in Q3 2018 and has held it in 4 quarters since.
  • 616 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.