FIA
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FNY Investment Advisers’s Whirlpool WHR Stock Holding History

FNY Investment Advisers’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
Q1 		– Sell
-2,900
Closed -$331K – 1074
2024
Q4 		$331K Buy
+2,900
New +$320K 0.17% 120
2022
Q4 		– Hold
0
– – – 857
2022
Q3 		– Hold
0
– – – 952
2019
Q1 		– Sell
-25
Closed -$2K – 1049
2018
Q4 		$2K Hold
25
– – ﹤0.01% 594
2018
Q3 		$2K Sell
25
-826
-97% -$109K ﹤0.01% 746
2018
Q2 		$123K Buy
+851
New +$129K 0.05% 201

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return