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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
BlackRock New York $6.73T AUM 46.02% 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 $169B AUM 114.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Csenge Advisory Group's WHR Position: Q1 2025 in Review

Csenge Advisory Group sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 2,612 shares — an estimated $299K sold.

Csenge Advisory Group first reported a position in WHR in Q3 2017 and held it in 9 quarters. The position peaked at $548K in Q3 2017. 533 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Csenge Advisory Group reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 2,612 Whirlpool shares in Q1 2025, an estimated $299K.
  • Csenge Advisory Group first reported a position in Whirlpool in Q3 2017 and held it in 9 quarters.
  • Csenge Advisory Group's Whirlpool position peaked at $548K in Q3 2017.
  • 533 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Csenge Advisory Group's 13F filing for Q1 2025, filed 5 May 2025.