Csenge Advisory Group’s Whirlpool WHR Stock Holding History

Csenge Advisory Group’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	-2,612	Closed	-$299K	–	752
2024 Q4	$299K	Sell	2,612 -65	-2%	-$7.17K	0.02%	556
2024 Q3	$281K	Sell	2,677 -81	-3%	-$8.14K	0.01%	578
2024 Q2	$282K	Buy	2,758 +292	+12%	+$28.5K	0.02%	539
2024 Q1	$295K	Buy	2,466 +63	+3%	+$7.02K	0.02%	551
2023 Q4	$293K	Buy	2,403 +135	+6%	+$15.7K	0.02%	528
2023 Q3	$303K	Buy	2,268 +130	+6%	+$18.4K	0.02%	484
2023 Q2	$318K	Buy	+2,138	New	+$294K	0.02%	484
2018 Q4	–	Sell	-869	Closed	-$99K	–	1492
2018 Q3	$99K	Buy	+869	New	+$115K	0.04%	237
2017 Q4	–	Sell	-2,970	Closed	-$548K	–	289
2017 Q3	$548K	Buy	+2,970	New	+$531K	0.22%	107

Other funds holding WHR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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