De Burlo Group’s Whirlpool WHR Stock Holding History

De Burlo 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	-600	Closed	-$80.9K	–	182
2022 Q3	$80.9K	Buy	+600	New	+$95.5K	0.02%	96
2022 Q2	–	Sell	-600	Closed	-$104K	–	197
2022 Q1	$104K	Buy	+600	New	+$122K	0.02%	94
2016 Q4	–	Sell	-17,400	Closed	-$2.82M	–	108
2016 Q3	$2.82M	Buy	17,400 +1,900	+12%	+$337K	0.78%	53
2016 Q2	$2.58M	Buy	+15,500	New	+$2.74M	0.62%	55
2014 Q2	–	Sell	-17,100	Closed	-$2.56M	–	109
2014 Q1	$2.56M	Sell	17,100 -2,400	-12%	-$347K	0.62%	53
2013 Q4	$3.06M	Buy	+19,500	New	+$2.86M	0.73%	52

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

De Burlo Group's WHR Position: Q4 2022 in Review

De Burlo Group sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 600 shares — an estimated $80.9K sold.

De Burlo Group first reported a position in WHR in Q4 2013 and held it in 6 quarters. The position peaked at $3.06M in Q4 2013. 616 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

De Burlo Group reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 600 Whirlpool shares in Q4 2022, an estimated $80.9K.
De Burlo Group first reported a position in Whirlpool in Q4 2013 and held it in 6 quarters.
De Burlo Group's Whirlpool position peaked at $3.06M in Q4 2013.
616 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

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