CI
WHR icon

CX Institutional’s Whirlpool WHR Stock Holding History

CX Institutional’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
2023
Q1 		– Sell
-9,803
Closed -$1.39M – 600
2022
Q4 		$1.39M Sell
9,803
-5,212
-35% -$741K 0.08% 234
2022
Q3 		$2.02M Buy
15,015
+14,678
+4,355% +$2.34M 0.14% 180
2022
Q2 		$52K Buy
+337
New +$58.6K ﹤0.01% 668
2021
Q4 		– Sell
-311
Closed -$63K – 901
2021
Q3 		$63K Buy
311
+11
+4% +$2.41K 0.01% 537
2021
Q2 		$65K Buy
300
+7
+2% +$1.63K 0.01% 515
2021
Q1 		$65K Buy
293
+23
+9% +$4.57K 0.01% 442
2020
Q4 		$49K Buy
270
+20
+8% +$3.83K ﹤0.01% 445
2020
Q3 		$46K Sell
250
-91
-27% -$15.1K 0.01% 396
2020
Q2 		$44K Buy
341
+104
+44% +$11.9K 0.01% 351
2020
Q1 		$20K Buy
237
+220
+1,294% +$28.9K ﹤0.01% 384
2019
Q4 		$3K Sell
17
-13,216
-100% -$2M ﹤0.01% 648
2019
Q3 		$2.1M Buy
13,233
+13,222
+120,200% +$1.9M 0.34% 76
2019
Q2 		$2K Buy
11
+5
+83% +$671 ﹤0.01% 793
2019
Q1 		$1K Buy
+6
New +$792 ﹤0.01% 773

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CX Institutional's WHR Position: Q1 2023 in Review

CX Institutional sold out of Whirlpool (WHR) in Q1 2023, closing a stake of 9,803 shares — an estimated $1.39M sold.

CX Institutional first reported a position in WHR in Q1 2019 and held it in 14 quarters. The position peaked at $2.1M in Q3 2019. 624 funds tracked by Wall St. Rank hold WHR as of Q1 2023.

  • CX Institutional reported no remaining Whirlpool position as of Q1 2023 after selling out during the quarter.
  • CX Institutional sold 9,803 Whirlpool shares in Q1 2023, an estimated $1.39M.
  • CX Institutional first reported a position in Whirlpool in Q1 2019 and held it in 14 quarters.
  • CX Institutional's Whirlpool position peaked at $2.1M in Q3 2019.
  • 624 funds tracked by Wall St. Rank held Whirlpool as of Q1 2023.

Based on CX Institutional's 13F filing for Q1 2023, filed 4 May 2023.