DI
WHR icon

Disciplined Investments’s Whirlpool WHR Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-8
Closed -$1.19K – 1550
2023
Q2 		$1.19K Sell
8
-2
-20% -$275 ﹤0.01% 886
2023
Q1 		$1.32K Buy
10
+4
+67% +$570 ﹤0.01% 848
2022
Q4 		$849 Sell
6
-2
-25% -$284 ﹤0.01% 968
2022
Q3 		$1K Sell
8
-1
-11% -$159 ﹤0.01% 1135
2022
Q2 		$1K Sell
9
-4
-31% -$696 ﹤0.01% 1168
2022
Q1 		$2K Buy
+13
New +$2.63K ﹤0.01% 816

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

Disciplined Investments's WHR Position: Q3 2023 in Review

Disciplined Investments sold out of Whirlpool (WHR) in Q3 2023, closing a stake of 8 shares — an estimated $1.19K sold.

Disciplined Investments first reported a position in WHR in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 606 funds tracked by Wall St. Rank hold WHR as of Q3 2023.

  • Disciplined Investments reported no remaining Whirlpool position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 Whirlpool shares in Q3 2023, an estimated $1.19K.
  • Disciplined Investments first reported a position in Whirlpool in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Whirlpool position peaked at $2K in Q1 2022.
  • 606 funds tracked by Wall St. Rank held Whirlpool as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.