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Clarius Group LLC’s Whirlpool WHR Stock Holding History

Clarius Group LLC’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
2023
Q1 		– Sell
-1,649
Closed -$233K – 537
2022
Q4 		$233K Buy
+1,649
New +$234K 0.02% 449
2022
Q2 		– Sell
-921
Closed -$216K – 527
2022
Q1 		$216K Hold
921
– – 0.02% 455
2021
Q4 		$216K Buy
+921
New +$202K 0.02% 455

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clarius Group LLC's WHR Position: Q1 2023 in Review

Clarius Group LLC sold out of Whirlpool (WHR) in Q1 2023, closing a stake of 1,649 shares — an estimated $233K sold.

Clarius Group LLC first reported a position in WHR in Q4 2021 and held it in 3 quarters. The position peaked at $233K in Q4 2022. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2023.

  • Clarius Group LLC reported no remaining Whirlpool position as of Q1 2023 after selling out during the quarter.
  • Clarius Group LLC sold 1,649 Whirlpool shares in Q1 2023, an estimated $233K.
  • Clarius Group LLC first reported a position in Whirlpool in Q4 2021 and held it in 3 quarters.
  • Clarius Group LLC's Whirlpool position peaked at $233K in Q4 2022.
  • 623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2023.

Based on Clarius Group LLC's 13F filing for Q1 2023, filed 17 Apr 2023.