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Desjardins Global Asset Management’s Whirlpool WHR Stock Holding History

Desjardins Global Asset 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
-44
Closed -$5.88K – 697
2023
Q3 		$5.88K Sell
44
-61
-58% -$8.62K ﹤0.01% 673
2023
Q2 		$15.6K Sell
105
-1,312
-93% -$180K ﹤0.01% 595
2023
Q1 		$187K Sell
1,417
-117
-8% -$16.7K 0.02% 411
2022
Q4 		$216K Buy
1,534
+165
+12% +$23.5K 0.03% 334
2022
Q3 		$184K Sell
1,369
-73
-5% -$11.6K 0.02% 351
2022
Q2 		$223K Sell
1,442
-168
-10% -$29.2K 0.03% 338
2022
Q1 		$278K Sell
1,610
-208
-11% -$42.2K 0.02% 330
2021
Q4 		$426K Buy
+1,818
New +$399K 0.04% 295

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

Desjardins Global Asset Management's WHR Position: Q4 2023 in Review

Desjardins Global Asset Management sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 44 shares — an estimated $5.88K sold.

Desjardins Global Asset Management first reported a position in WHR in Q4 2021 and held it in 8 quarters. The position peaked at $426K in Q4 2021. 585 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

  • Desjardins Global Asset Management reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
  • Desjardins Global Asset Management sold 44 Whirlpool shares in Q4 2023, an estimated $5.88K.
  • Desjardins Global Asset Management first reported a position in Whirlpool in Q4 2021 and held it in 8 quarters.
  • Desjardins Global Asset Management's Whirlpool position peaked at $426K in Q4 2021.
  • 585 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.