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Donoghue Forlines’s Whirlpool WHR Stock Holding History

Donoghue Forlines’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
-2,964
Closed -$441K – 292
2023
Q2 		$441K Buy
+2,964
New +$407K 0.14% 147
2021
Q1 		– Sell
-8,679
Closed -$1.57M – 311
2020
Q4 		$1.57M Sell
8,679
-5,730
-40% -$1.1M 0.3% 68
2020
Q3 		$2.65M Buy
+14,409
New +$2.39M 0.73% 24

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

Donoghue Forlines's WHR Position: Q3 2023 in Review

Donoghue Forlines sold out of Whirlpool (WHR) in Q3 2023, closing a stake of 2,964 shares — an estimated $441K sold.

Donoghue Forlines first reported a position in WHR in Q3 2020 and held it in 3 quarters. The position peaked at $2.65M in Q3 2020. 606 funds tracked by Wall St. Rank hold WHR as of Q3 2023.

  • Donoghue Forlines reported no remaining Whirlpool position as of Q3 2023 after selling out during the quarter.
  • Donoghue Forlines sold 2,964 Whirlpool shares in Q3 2023, an estimated $441K.
  • Donoghue Forlines first reported a position in Whirlpool in Q3 2020 and held it in 3 quarters.
  • Donoghue Forlines's Whirlpool position peaked at $2.65M in Q3 2020.
  • 606 funds tracked by Wall St. Rank held Whirlpool as of Q3 2023.

Based on Donoghue Forlines's 13F filing for Q3 2023, filed 6 Nov 2023.