DIM
WHR icon

Delta Investment Management’s Whirlpool WHR Stock Holding History

Delta Investment Management’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
Q4 		– Sell
-1,698
Closed -$227K – 212
2023
Q3 		$227K Buy
1,698
+73
+4% +$10.3K 0.06% 161
2023
Q2 		$242K Sell
1,625
-555
-25% -$76.2K 0.07% 165
2023
Q1 		$288K Buy
2,180
+234
+12% +$33.3K 0.08% 140
2022
Q4 		$275K Buy
1,946
+233
+14% +$33.1K 0.09% 143
2022
Q3 		$231K Buy
+1,713
New +$273K 0.1% 146

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delta Investment Management's WHR Position: Q4 2023 in Review

Delta Investment Management sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 1,698 shares — an estimated $227K sold.

Delta Investment Management first reported a position in WHR in Q3 2022 and held it in 5 quarters. The position peaked at $288K in Q1 2023. 585 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

  • Delta Investment Management reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
  • Delta Investment Management sold 1,698 Whirlpool shares in Q4 2023, an estimated $227K.
  • Delta Investment Management first reported a position in Whirlpool in Q3 2022 and held it in 5 quarters.
  • Delta Investment Management's Whirlpool position peaked at $288K in Q1 2023.
  • 585 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Delta Investment Management's 13F filing for Q4 2023, filed 2 Feb 2024.