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Fiduciary Trust’s Whirlpool WHR Stock Holding History

Fiduciary Trust’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
Q4 		– Sell
-1,597
Closed -$215K – 643
2022
Q3 		$215K Sell
1,597
-7,375
-82% -$1.17M ﹤0.01% 578
2022
Q2 		$1.39M Buy
8,972
+2,974
+50% +$517K 0.03% 281
2022
Q1 		$1.04M Sell
5,998
-120
-2% -$24.3K 0.02% 341
2021
Q4 		$1.44M Buy
+6,118
New +$1.34M 0.02% 298

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Trust's WHR Position: Q4 2022 in Review

Fiduciary Trust sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 1,597 shares — an estimated $215K sold.

Fiduciary Trust first reported a position in WHR in Q4 2021 and held it in 4 quarters. The position peaked at $1.44M in Q4 2021. 617 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Fiduciary Trust reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
  • Fiduciary Trust sold 1,597 Whirlpool shares in Q4 2022, an estimated $215K.
  • Fiduciary Trust first reported a position in Whirlpool in Q4 2021 and held it in 4 quarters.
  • Fiduciary Trust's Whirlpool position peaked at $1.44M in Q4 2021.
  • 617 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Fiduciary Trust's 13F filing for Q4 2022, filed 14 Feb 2023.