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Cypress Capital Group’s Whirlpool WHR Stock Holding History

Cypress Capital 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
2022
Q4 		– Sell
-2,380
Closed -$321K – 301
2022
Q3 		$321K Buy
2,380
+64
+3% +$10.2K 0.05% 226
2022
Q2 		$359K Sell
2,316
-60
-3% -$10.4K 0.05% 229
2022
Q1 		$405K Sell
2,376
-49
-2% -$9.93K 0.05% 235
2021
Q4 		$569K Sell
2,425
-629
-21% -$138K 0.07% 207
2021
Q3 		$623K Buy
+3,054
New +$670K 0.08% 189

Other funds holding WHR

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cypress Capital Group's WHR Position: Q4 2022 in Review

Cypress Capital Group sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 2,380 shares — an estimated $321K sold.

Cypress Capital Group first reported a position in WHR in Q3 2021 and held it in 5 quarters. The position peaked at $623K in Q3 2021. 617 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Cypress Capital Group reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
  • Cypress Capital Group sold 2,380 Whirlpool shares in Q4 2022, an estimated $321K.
  • Cypress Capital Group first reported a position in Whirlpool in Q3 2021 and held it in 5 quarters.
  • Cypress Capital Group's Whirlpool position peaked at $623K in Q3 2021.
  • 617 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Cypress Capital Group's 13F filing for Q4 2022, filed 14 Feb 2023.