DBG
WHR icon

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
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 $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return