ECM
WHR icon

Evergreen Capital Management’s Whirlpool WHR Stock Holding History

Evergreen Capital 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
2025
Q4 		– Sell
-2,938
Closed -$231K – 1525
2025
Q3 		$231K Buy
2,938
+580
+25% +$53.2K 0.01% 1147
2025
Q2 		$239K Buy
+2,358
New +$196K 0.01% 933
2025
Q1 		– Sell
-48,882
Closed -$5.6M – 1186
2024
Q4 		$5.6M Buy
48,882
+2,621
+6% +$289K 0.18% 139
2024
Q3 		$4.95M Buy
46,261
+3,000
+7% +$302K 0.17% 150
2024
Q2 		$4.42M Buy
43,261
+12,697
+42% +$1.24M 0.16% 154
2024
Q1 		$3.66M Buy
30,564
+1,100
+4% +$123K 0.14% 164
2023
Q4 		$3.59M Sell
29,464
-25,804
-47% -$3.01M 0.15% 169
2023
Q3 		$7.39M Sell
55,268
-287
-0.5% -$40.5K 0.32% 91
2023
Q2 		$8.27M Buy
55,555
+45,042
+428% +$6.19M 0.35% 82
2023
Q1 		$1.39M Buy
10,513
+688
+7% +$98K 0.06% 248
2022
Q4 		$1.39M Sell
9,825
-323
-3% -$45.9K 0.07% 248
2022
Q3 		$1.37M Buy
10,148
+273
+3% +$43.5K 0.07% 235
2022
Q2 		$1.53M Buy
+9,875
New +$1.72M 0.08% 217
2020
Q2 		– Sell
-40,276
Closed -$3.46M – 433
2020
Q1 		$3.46M Buy
40,276
+37,319
+1,262% +$4.9M 0.32% 79
2019
Q4 		$436K Buy
+2,957
New +$446K 0.04% 268

Other funds holding WHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return