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Cutler Group’s Whirlpool WHR Stock Holding History

Cutler 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
2024
Q1 		– Sell
-3,700
Closed -$2K – 3785
2023
Q4 		$2K Buy
+3,700
New +$431K ﹤0.01% 3223
2023
Q3 		– Sell
-2,300
Closed -$5K – 4401
2023
Q2 		$5K Buy
+2,300
New +$316K ﹤0.01% 2661
2021
Q3 		– Sell
-1,000
Closed -$2K – 6455
2021
Q2 		$2K Buy
+1,000
New +$233K ﹤0.01% 5110
2020
Q4 		– Sell
-100
Closed -$1K – 5576
2020
Q3 		$1K Sell
100
-4,100
-98% -$681K ﹤0.01% 4489
2020
Q2 		$14K Buy
+4,200
New +$481K ﹤0.01% 2649
2020
Q1 		– Sell
-9,300
Closed -$218K – 4750
2019
Q4 		$218K Sell
9,300
-5,600
-38% -$846K 0.01% 788
2019
Q3 		$373K Buy
14,900
+13,300
+831% +$1.91M 0.03% 442
2019
Q2 		$17K Sell
1,600
-800
-33% -$107K ﹤0.01% 2346
2019
Q1 		$10K Sell
2,400
-1,700
-41% -$225K ﹤0.01% 2515
2018
Q4 		$3K Buy
+4,100
New +$465K ﹤0.01% 3250
2018
Q2 		– Sell
-2,000
Closed -$33K – 4990
2018
Q1 		$33K Hold
2,000
– – ﹤0.01% 1949
2017
Q4 		$63K Sell
2,000
-5,500
-73% -$932K ﹤0.01% 1697
2017
Q3 		$55K Buy
7,500
+4,500
+150% +$805K ﹤0.01% 2163
2017
Q2 		$8K Buy
+3,000
New +$549K ﹤0.01% 4429
2017
Q1 		– Sell
-6,700
Closed -$36K – 7322
2016
Q4 		$36K Buy
+6,700
New +$1.11M ﹤0.01% 2878
2016
Q2 		– Sell
-1,000
Closed -$6K – 7383
2016
Q1 		$6K Buy
+1,000
New +$149K ﹤0.01% 4709

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

Cutler Group's WHR Position: Q3 2023 in Review

Cutler Group sold out of Whirlpool (WHR) in Q3 2023, closing a stake of 460 shares — an estimated $65K sold.

Cutler Group first reported a position in WHR in Q4 2015 and held it in 14 quarters. The position peaked at $646K in Q4 2015. 606 funds tracked by Wall St. Rank hold WHR as of Q3 2023.

  • Cutler Group reported no remaining Whirlpool position as of Q3 2023 after selling out during the quarter.
  • Cutler Group sold 460 Whirlpool shares in Q3 2023, an estimated $65K.
  • Cutler Group first reported a position in Whirlpool in Q4 2015 and held it in 14 quarters.
  • Cutler Group's Whirlpool position peaked at $646K in Q4 2015.
  • 606 funds tracked by Wall St. Rank held Whirlpool as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.