Citizens Financial Group’s Whirlpool WHR Stock Holding History

Citizens Financial Group’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
2025 Q3	–	Sell	-2,027	Closed	-$206K	–	815
2025 Q2	$206K	Buy	+2,027	New	+$169K	﹤0.01%	664
2020 Q3	–	Sell	-117	Closed	-$15K	–	940
2020 Q2	$15K	Buy	117 +2	+2%	+$229	﹤0.01%	684
2020 Q1	$10K	Buy	115 +13	+13%	+$1.71K	﹤0.01%	755
2019 Q4	$15K	Buy	102 +80	+364%	+$12.1K	﹤0.01%	675
2019 Q3	$3K	Hold	22	–	–	﹤0.01%	759
2019 Q2	$3K	Hold	22	–	–	﹤0.01%	728
2019 Q1	$3K	Buy	+22	New	+$2.91K	﹤0.01%	658
2018 Q3	–	Sell	-30	Closed	-$4K	–	588
2018 Q2	$4K	Buy	+30	New	+$4.56K	﹤0.01%	462
2018 Q1	–	Sell	-100	Closed	-$17K	–	531
2017 Q4	$17K	Hold	100	–	–	﹤0.01%	392
2017 Q3	$18K	Hold	100	–	–	﹤0.01%	387
2017 Q2	$19K	Hold	100	–	–	﹤0.01%	385
2017 Q1	$17K	Hold	100	–	–	﹤0.01%	399
2016 Q4	$18K	Hold	100	–	–	﹤0.01%	410
2016 Q3	$16K	Hold	100	–	–	﹤0.01%	423
2016 Q2	$17K	Hold	100	–	–	﹤0.01%	440
2016 Q1	$18K	Buy	100 +55	+122%	+$8.2K	﹤0.01%	435
2015 Q4	$6K	Buy	+45	New	+$6.98K	﹤0.01%	530

Other funds holding WHR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Newport Trust Company

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

Dimensional Fund Advisors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return