FM
WHR icon

Foster & Motley’s Whirlpool WHR Stock Holding History

Foster & Motley’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
Q1 		– Sell
-3,177
Closed -$387K – 404
2023
Q4 		$387K Sell
3,177
-3,788
-54% -$441K 0.03% 291
2023
Q3 		$931K Sell
6,965
-1,561
-18% -$220K 0.08% 202
2023
Q2 		$1.27M Sell
8,526
-4,270
-33% -$586K 0.1% 191
2023
Q1 		$1.69M Sell
12,796
-1,756
-12% -$250K 0.14% 165
2022
Q4 		$2.06M Sell
14,552
-1,463
-9% -$208K 0.18% 151
2022
Q3 		$2.16M Sell
16,015
-876
-5% -$139K 0.21% 130
2022
Q2 		$2.62M Sell
16,891
-1,115
-6% -$194K 0.23% 117
2022
Q1 		$3.11M Buy
18,006
+350
+2% +$70.9K 0.24% 104
2021
Q4 		$4.14M Buy
17,656
+652
+4% +$143K 0.32% 78
2021
Q3 		$3.47M Buy
17,004
+2,405
+16% +$527K 0.29% 89
2021
Q2 		$3.18M Buy
14,599
+3,839
+36% +$894K 0.27% 99
2021
Q1 		$2.37M Buy
10,760
+910
+9% +$181K 0.2% 114
2020
Q4 		$1.78M Buy
9,850
+1,848
+23% +$354K 0.17% 124
2020
Q3 		$1.47M Buy
8,002
+744
+10% +$124K 0.17% 124
2020
Q2 		$940K Buy
7,258
+932
+15% +$107K 0.12% 149
2020
Q1 		$543K Buy
+6,326
New +$831K 0.08% 167

Other funds holding WHR

BlackRock
BlackRock New York $5.72T 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Foster & Motley's WHR Position: Q1 2024 in Review

Foster & Motley sold out of Whirlpool (WHR) in Q1 2024, closing a stake of 3,177 shares — an estimated $387K sold.

Foster & Motley first reported a position in WHR in Q1 2020 and held it in 16 quarters. The position peaked at $4.14M in Q4 2021. 562 funds tracked by Wall St. Rank hold WHR as of Q1 2024.

  • Foster & Motley reported no remaining Whirlpool position as of Q1 2024 after selling out during the quarter.
  • Foster & Motley sold 3,177 Whirlpool shares in Q1 2024, an estimated $387K.
  • Foster & Motley first reported a position in Whirlpool in Q1 2020 and held it in 16 quarters.
  • Foster & Motley's Whirlpool position peaked at $4.14M in Q4 2021.
  • 562 funds tracked by Wall St. Rank held Whirlpool as of Q1 2024.

Based on Foster & Motley's 13F filing for Q1 2024, filed 18 Apr 2024.