Convergence Investment Partners’s Whirlpool WHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,774
Closed -$817K 239
2022
Q4
$817K Buy
5,774
+84
+1% +$11.9K 0.48% 71
2022
Q3
$767K Buy
5,690
+1
+0% +$159 0.5% 72
2022
Q2
$881K Sell
5,689
-726
-11% -$126K 0.53% 75
2022
Q1
$1.11M Buy
6,415
+159
+3% +$32.2K 0.57% 68
2021
Q4
$1.47M Sell
6,256
-10
-0.2% -$2.2K 0.75% 48
2021
Q3
$1.28M Buy
6,266
+9
+0.1% +$1.97K 0.69% 56
2021
Q2
$1.36M Sell
6,257
-79
-1% -$18.4K 0.59% 71
2021
Q1
$1.4M Sell
6,336
-273
-4% -$54.2K 0.64% 57
2020
Q4
$1.19M Sell
6,609
-3,764
-36% -$721K 0.6% 62
2020
Q3
$1.91M Buy
10,373
+2,922
+39% +$486K 0.66% 36
2020
Q2
$965K Sell
7,451
-68
-0.9% -$7.78K 0.33% 105
2020
Q1
$645K Sell
7,519
-6,574
-47% -$864K 0.28% 114
2019
Q4
$2.08M Buy
+14,093
New +$2.13M 0.59% 50
2019
Q2
Sell
-8,873
Closed -$1.18M 393
2019
Q1
$1.18M Buy
+8,873
New +$1.17M 0.26% 145
2018
Q2
Sell
-407
Closed -$62K 908
2018
Q1
$62K Buy
+407
New +$68K 0.01% 409
2017
Q3
Sell
-2,086
Closed -$400K 403
2017
Q2
$400K Buy
+2,086
New +$382K 0.06% 308
2015
Q2
Sell
-5,941
Closed -$1.2M 426
2015
Q1
$1.2M Buy
+5,941
New +$1.21M 0.17% 231
2014
Q3
Sell
-17,122
Closed -$2.38M 435
2014
Q2
$2.38M Buy
+17,122
New +$2.51M 0.31% 115

Other funds holding WHR