EF
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Empirical Finance’s Whirlpool WHR Stock Holding History

Empirical Finance’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
Q2 		– Sell
-1,924
Closed -$230K – 521
2024
Q1 		$230K Buy
1,924
+15
+0.8% +$1.67K 0.01% 506
2023
Q4 		$232K Buy
1,909
+5
+0.3% +$583 0.02% 500
2023
Q3 		$255K Buy
1,904
+150
+9% +$21.2K 0.02% 493
2023
Q2 		$261K Buy
1,754
+185
+12% +$25.4K 0.02% 485
2023
Q1 		$207K Buy
1,569
+91
+6% +$13K 0.02% 491
2022
Q4 		$209K Buy
+1,478
New +$210K 0.02% 483
2022
Q3 		– Sell
-3,452
Closed -$535K – 499
2022
Q2 		$535K Buy
3,452
+77
+2% +$13.4K 0.07% 266
2022
Q1 		$583K Buy
3,375
+129
+4% +$26.1K 0.07% 275
2021
Q4 		$762K Sell
3,246
-538
-14% -$118K 0.09% 202
2021
Q3 		$771K Buy
+3,784
New +$830K 0.12% 177
2021
Q2 		– Sell
-14,908
Closed -$2.69M – 420
2021
Q1 		$2.69M Hold
14,908
– – 0.47% 47
2020
Q4 		$2.69M Buy
14,908
+109
+0.7% +$20.9K 0.47% 47
2020
Q3 		$2.72M Buy
14,799
+233
+2% +$38.7K 0.58% 28
2020
Q2 		$1.89M Buy
14,566
+580
+4% +$66.4K 0.48% 42
2020
Q1 		$1.2M Buy
+13,986
New +$1.84M 0.37% 60
2017
Q1 		– Sell
-34
Closed -$7K – 578
2016
Q4 		$7K Buy
+34
New +$5.63K ﹤0.01% 470

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $169B AUM 114.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Empirical Finance's WHR Position: Q2 2024 in Review

Empirical Finance sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 1,924 shares — an estimated $230K sold.

Empirical Finance first reported a position in WHR in Q4 2016 and held it in 16 quarters. The position peaked at $2.72M in Q3 2020. 516 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • Empirical Finance reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • Empirical Finance sold 1,924 Whirlpool shares in Q2 2024, an estimated $230K.
  • Empirical Finance first reported a position in Whirlpool in Q4 2016 and held it in 16 quarters.
  • Empirical Finance's Whirlpool position peaked at $2.72M in Q3 2020.
  • 516 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on Empirical Finance's 13F filing for Q2 2024, filed 30 Jul 2024.