CS
WHR icon

Credit Suisse’s Whirlpool WHR Stock Holding History

Credit Suisse’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
2018
Q1 		– Sell
-35,000
Closed -$5.9M – 4168
2017
Q4 		$5.9M Buy
+35,000
New +$5.93M 0.01% 1649
2015
Q1 		– Sell
-50,000
Closed -$9.69M – 4597
2014
Q4 		$9.69M Sell
50,000
-410,700
-89% -$70.5M 0.01% 1312
2014
Q3 		$67.1M Buy
+460,700
New +$68.1M 0.05% 372

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Credit Suisse's WHR Position: Q1 2024 in Review

Credit Suisse reduced its Whirlpool (WHR) stake by 15% in Q1 2024, selling an estimated $1.26M and leaving 61,982 shares worth $7.41M. The position accounts for 0.01% of the portfolio, ranked #1069.

Credit Suisse first reported a position in WHR in Q2 2013 and has held it in 44 quarters since. The position peaked at $50.5M in Q2 2018. 563 funds tracked by Wall St. Rank hold WHR as of Q1 2024.

  • Credit Suisse held 61,982 shares of Whirlpool worth $7.41M as of Q1 2024.
  • Credit Suisse sold 11,336 Whirlpool shares in Q1 2024, an estimated $1.26M.
  • Whirlpool made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #1069 holding.
  • Credit Suisse first reported a position in Whirlpool in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's Whirlpool position peaked at $50.5M in Q2 2018.
  • 563 funds tracked by Wall St. Rank held Whirlpool as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.