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Dean Investment Associates’s Whirlpool WHR Stock Holding History

Dean Investment Associates’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
Q2 		– Sell
-27,891
Closed -$3.68M – 220
2023
Q1 		$3.68M Buy
27,891
+11,642
+72% +$1.66M 0.59% 65
2022
Q4 		$2.3M Sell
16,249
-81
-0.5% -$11.5K 0.39% 94
2022
Q3 		$2.2M Buy
16,330
+453
+3% +$72.1K 0.45% 88
2022
Q2 		$2.46M Buy
15,877
+5,187
+49% +$902K 0.48% 78
2022
Q1 		$1.85M Buy
+10,690
New +$2.17M 0.33% 114
2014
Q2 		– Sell
-2,495
Closed -$373K – 234
2014
Q1 		$373K Buy
2,495
+647
+35% +$93.7K 0.09% 216
2013
Q4 		$290K Sell
1,848
-1,207
-40% -$177K 0.07% 219
2013
Q3 		$447K Buy
3,055
+22
+0.7% +$2.91K 0.12% 154
2013
Q2 		$347K Buy
+3,033
New +$368K 0.1% 186

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $8.66B AUM 17.37% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dean Investment Associates's WHR Position: Q2 2023 in Review

Dean Investment Associates sold out of Whirlpool (WHR) in Q2 2023, closing a stake of 27,891 shares — an estimated $3.68M sold.

Dean Investment Associates first reported a position in WHR in Q2 2013 and held it in 9 quarters. The position peaked at $3.68M in Q1 2023. 630 funds tracked by Wall St. Rank hold WHR as of Q2 2023.

  • Dean Investment Associates reported no remaining Whirlpool position as of Q2 2023 after selling out during the quarter.
  • Dean Investment Associates sold 27,891 Whirlpool shares in Q2 2023, an estimated $3.68M.
  • Dean Investment Associates first reported a position in Whirlpool in Q2 2013 and held it in 9 quarters.
  • Dean Investment Associates's Whirlpool position peaked at $3.68M in Q1 2023.
  • 630 funds tracked by Wall St. Rank held Whirlpool as of Q2 2023.

Based on Dean Investment Associates's 13F filing for Q2 2023, filed 7 Aug 2023.