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Eaton Vance Management’s Whirlpool WHR Stock Holding History

Eaton Vance 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
2022
Q3 		$5.38M Buy
39,903
+814
+2% +$130K 0.01% 757
2022
Q2 		$6.05M Sell
39,089
-1,176
-3% -$204K 0.01% 752
2022
Q1 		$6.96M Buy
40,265
+26,007
+182% +$5.27M 0.01% 797
2021
Q4 		$3.35M Buy
14,258
+222
+2% +$48.8K ﹤0.01% 894
2021
Q3 		$2.22M Sell
14,036
-451
-3% -$98.9K ﹤0.01% 909
2021
Q2 		$3.16M Buy
14,487
+3,527
+32% +$822K ﹤0.01% 900
2021
Q1 		$2.42M Buy
10,960
+217
+2% +$43.1K ﹤0.01% 931
2020
Q4 		$1.94M Buy
10,743
+47
+0.4% +$9K ﹤0.01% 935
2020
Q3 		$1.97M Buy
10,696
+40
+0.4% +$6.65K ﹤0.01% 839
2020
Q2 		$1.38M Sell
10,656
-2,775
-21% -$318K ﹤0.01% 894
2020
Q1 		$1.15M Sell
13,431
-6
-0% -$788 ﹤0.01% 875
2019
Q4 		$1.98M Buy
13,437
+13
+0.1% +$1.96K ﹤0.01% 836
2019
Q3 		$2.13M Sell
13,424
-119
-0.9% -$17.1K ﹤0.01% 793
2019
Q2 		$1.93M Buy
13,543
+2,350
+21% +$315K ﹤0.01% 808
2019
Q1 		$1.49M Sell
11,193
-278
-2% -$36.7K ﹤0.01% 826
2018
Q4 		$1.23M Sell
11,471
-384
-3% -$43.6K ﹤0.01% 825
2018
Q3 		$1.41M Sell
11,855
-8,125
-41% -$1.08M ﹤0.01% 835
2018
Q2 		$2.92M Buy
19,980
+1,962
+11% +$298K 0.01% 645
2018
Q1 		$2.76M Sell
18,018
-20,136
-53% -$3.36M 0.01% 632
2017
Q4 		$6.43M Sell
38,154
-378,757
-91% -$64.2M 0.02% 463
2017
Q3 		$76.9M Buy
416,911
+135,670
+48% +$24.3M 0.2% 126
2017
Q2 		$53.9M Sell
281,241
-313,477
-53% -$57.3M 0.14% 156
2017
Q1 		$102M Buy
594,718
+45,713
+8% +$8.12M 0.27% 104
2016
Q4 		$99.8M Buy
549,005
+116,295
+27% +$19.3M 0.28% 97
2016
Q3 		$70.2M Buy
432,710
+43,722
+11% +$7.74M 0.2% 120
2016
Q2 		$64.8M Buy
388,988
+380,422
+4,441% +$67.1M 0.19% 121
2016
Q1 		$1.54M Hold
8,566
– – ﹤0.01% 602
2015
Q4 		$1.26M Hold
8,566
– – ﹤0.01% 637
2015
Q3 		$1.26M Buy
+8,566
New +$1.45M ﹤0.01% 629

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Eaton Vance Management's WHR Position: Q3 2022 in Review

Eaton Vance Management increased its Whirlpool (WHR) stake by 2.1% in Q3 2022, buying an estimated $130K and bringing the position to 39,903 shares worth $5.38M. The position accounts for 0.01% of the portfolio, ranked #757.

Eaton Vance Management first reported a position in WHR in Q3 2015 and has held it in 29 quarters since. The position peaked at $102M in Q1 2017. 631 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

  • Eaton Vance Management held 39,903 shares of Whirlpool worth $5.38M as of Q3 2022.
  • Eaton Vance Management bought 814 Whirlpool shares in Q3 2022, an estimated $130K.
  • Whirlpool made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #757 holding.
  • Eaton Vance Management first reported a position in Whirlpool in Q3 2015 and has held it in 29 quarters since.
  • Eaton Vance Management's Whirlpool position peaked at $102M in Q1 2017.
  • 631 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.