CoreFirst Bank & Trust’s Whirlpool WHR Stock Holding History

CoreFirst Bank & Trust’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 Q1	–	Sell	-110	Closed	-$12.6K	–	341
2024 Q4	$12.6K	Hold	110	–	–	0.01%	296
2024 Q3	$11.8K	Buy	+110	New	+$11.1K	0.01%	292
2024 Q2	–	Sell	-110	Closed	-$13.2K	–	344
2024 Q1	$13.2K	Hold	110	–	–	0.01%	294
2023 Q4	$13.4K	Hold	110	–	–	0.01%	297
2023 Q3	$14.7K	Hold	110	–	–	0.01%	308
2023 Q2	$16.4K	Hold	110	–	–	0.01%	290
2023 Q1	$14.5K	Hold	110	–	–	0.01%	297
2022 Q4	$15.6K	Hold	110	–	–	0.01%	306
2022 Q3	$15K	Hold	110	–	–	0.01%	299
2022 Q2	$17K	Hold	110	–	–	0.01%	297
2022 Q1	$19K	Hold	110	–	–	0.01%	322
2021 Q4	$26K	Hold	110	–	–	0.02%	318
2021 Q3	$22K	Hold	110	–	–	0.02%	342
2021 Q2	$24K	Hold	110	–	–	0.02%	342
2021 Q1	$24K	Hold	110	–	–	0.02%	330
2020 Q4	$20K	Buy	+110	New	+$21.1K	0.01%	312

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CoreFirst Bank & Trust's WHR Position: Q1 2025 in Review

CoreFirst Bank & Trust sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 110 shares — an estimated $12.6K sold.

CoreFirst Bank & Trust first reported a position in WHR in Q4 2020 and held it in 16 quarters. The position peaked at $26K in Q4 2021. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

CoreFirst Bank & Trust reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
CoreFirst Bank & Trust sold 110 Whirlpool shares in Q1 2025, an estimated $12.6K.
CoreFirst Bank & Trust first reported a position in Whirlpool in Q4 2020 and held it in 16 quarters.
CoreFirst Bank & Trust's Whirlpool position peaked at $26K in Q4 2021.
531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2025, filed 29 Apr 2025.