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Costello Asset Management’s Whirlpool WHR Stock Holding History

Costello Asset Management’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
-16,523
Closed -$1.89M – 687
2024
Q4 		$1.89M Sell
16,523
-15,206
-48% -$1.68M 1.25% 28
2024
Q3 		$3.4M Sell
31,729
-1,223
-4% -$123K 2.27% 15
2024
Q2 		$3.37M Sell
32,952
-6,663
-17% -$649K 2.51% 15
2024
Q1 		$4.74M Buy
39,615
+38,940
+5,769% +$4.34M 3.39% 9
2023
Q4 		$82.2K Buy
+675
New +$78.6K 0.07% 74

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Costello Asset Management's WHR Position: Q1 2025 in Review

Costello Asset Management sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 16,523 shares — an estimated $1.89M sold.

Costello Asset Management first reported a position in WHR in Q4 2023 and held it in 5 quarters. The position peaked at $4.74M in Q1 2024. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Costello Asset Management reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • Costello Asset Management sold 16,523 Whirlpool shares in Q1 2025, an estimated $1.89M.
  • Costello Asset Management first reported a position in Whirlpool in Q4 2023 and held it in 5 quarters.
  • Costello Asset Management's Whirlpool position peaked at $4.74M in Q1 2024.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Costello Asset Management's 13F filing for Q1 2025, filed 9 May 2025.