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Edge Capital Group’s Whirlpool WHR Stock Holding History

Edge Capital Group’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
2024
Q4 		$3.11M Buy
+22
New +$2.43K 0.14% 111
2024
Q1 		– Sell
-3,833
Closed -$467K – 331
2023
Q4 		$467K Sell
3,833
-20,473
-84% -$2.39M 0.03% 208
2023
Q3 		$3.25M Sell
24,306
-547
-2% -$77.3K 0.21% 89
2023
Q2 		$3.7M Buy
24,853
+1,080
+5% +$148K 0.21% 100
2023
Q1 		$3.14M Buy
+23,773
New +$3.39M 0.19% 100

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Edge Capital Group's WHR Position: Q4 2024 in Review

Edge Capital Group opened a new position in Whirlpool (WHR) in Q4 2024: 22 shares worth $3.11M. The stake represents 0.14% of the portfolio and ranks #111 among its holdings. This is a return to the name: Edge Capital Group previously reported a position in WHR as recently as Q4 2023.

Edge Capital Group first reported a position in WHR in Q1 2023 and has held it in 5 quarters since. The position peaked at $3.7M in Q2 2023. 543 funds tracked by Wall St. Rank hold WHR as of Q4 2024.

  • Edge Capital Group held 22 shares of Whirlpool worth $3.11M as of Q4 2024.
  • Whirlpool was a new Edge Capital Group position in Q4 2024.
  • Whirlpool made up 0.14% of Edge Capital Group's portfolio in Q4 2024, its #111 holding.
  • Edge Capital Group first reported a position in Whirlpool in Q1 2023 and has held it in 5 quarters since.
  • Edge Capital Group's Whirlpool position peaked at $3.7M in Q2 2023.
  • 543 funds tracked by Wall St. Rank held Whirlpool as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.