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EHP Funds Inc’s Whirlpool WHR Stock Holding History

EHP Funds Inc’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
Q1 		– Sell
-4,000
Closed -$566K – 329
2022
Q4 		$566K Sell
4,000
-400
-9% -$56.9K 0.11% 119
2022
Q3 		$593K Hold
4,400
– – 0.12% 140
2022
Q2 		$681K Sell
4,400
-1,100
-20% -$191K 0.11% 134
2022
Q1 		$950K Buy
+5,500
New +$1.11M 0.16% 134

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EHP Funds Inc's WHR Position: Q1 2023 in Review

EHP Funds Inc sold out of Whirlpool (WHR) in Q1 2023, closing a stake of 4,000 shares — an estimated $566K sold.

EHP Funds Inc first reported a position in WHR in Q1 2022 and held it in 4 quarters. The position peaked at $950K in Q1 2022. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2023.

  • EHP Funds Inc reported no remaining Whirlpool position as of Q1 2023 after selling out during the quarter.
  • EHP Funds Inc sold 4,000 Whirlpool shares in Q1 2023, an estimated $566K.
  • EHP Funds Inc first reported a position in Whirlpool in Q1 2022 and held it in 4 quarters.
  • EHP Funds Inc's Whirlpool position peaked at $950K in Q1 2022.
  • 623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2023.

Based on EHP Funds Inc's 13F filing for Q1 2023, filed 15 May 2023.