EARNEST Partners’s Whirlpool WHR Stock Holding History

EARNEST Partners’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	-37	Closed	-$4.95K	–	1093
2023 Q3	$4.95K	Hold	37	–	–	﹤0.01%	806
2023 Q2	$5.5K	Hold	37	–	–	﹤0.01%	773
2023 Q1	$4.88K	Hold	37	–	–	﹤0.01%	799
2022 Q4	$5.23K	Hold	37	–	–	﹤0.01%	777
2022 Q3	$5K	Hold	37	–	–	﹤0.01%	787
2022 Q2	$6K	Hold	37	–	–	﹤0.01%	760
2022 Q1	$6K	Hold	37	–	–	﹤0.01%	807
2021 Q4	$9K	Hold	37	–	–	﹤0.01%	711
2021 Q3	$8K	Hold	37	–	–	﹤0.01%	726
2021 Q2	$8K	Hold	37	–	–	﹤0.01%	731
2021 Q1	$8K	Hold	37	–	–	﹤0.01%	714
2020 Q4	$7K	Hold	37	–	–	﹤0.01%	732
2020 Q3	$7K	Hold	37	–	–	﹤0.01%	671
2020 Q2	$5K	Hold	37	–	–	﹤0.01%	751
2020 Q1	$3K	Hold	37	–	–	﹤0.01%	850
2019 Q4	$5K	Hold	37	–	–	﹤0.01%	806
2019 Q3	$6K	Hold	37	–	–	﹤0.01%	715
2019 Q2	$5K	Hold	37	–	–	﹤0.01%	786
2019 Q1	$5K	Hold	37	–	–	﹤0.01%	780
2018 Q4	$4K	Hold	37	–	–	﹤0.01%	810
2018 Q3	$4K	Hold	37	–	–	﹤0.01%	881
2018 Q2	$5K	Hold	37	–	–	﹤0.01%	792
2018 Q1	$6K	Hold	37	–	–	﹤0.01%	707
2017 Q4	$6K	Buy	+37	New	+$6.27K	﹤0.01%	705
2017 Q1	–	Sell	-37	Closed	-$7K	–	903
2016 Q4	$7K	Buy	+37	New	+$6.13K	﹤0.01%	606
2016 Q2	–	Sell	-41,708	Closed	-$7.52M	–	391
2016 Q1	$7.52M	Buy	+41,708	New	+$6.22M	0.08%	173

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

EARNEST Partners's WHR Position: Q4 2023 in Review

EARNEST Partners sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 37 shares — an estimated $4.95K sold.

EARNEST Partners first reported a position in WHR in Q1 2016 and held it in 26 quarters. The position peaked at $7.52M in Q1 2016. 586 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

EARNEST Partners reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 37 Whirlpool shares in Q4 2023, an estimated $4.95K.
EARNEST Partners first reported a position in Whirlpool in Q1 2016 and held it in 26 quarters.
EARNEST Partners's Whirlpool position peaked at $7.52M in Q1 2016.
586 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.