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Girard Partners’s Whirlpool WHR Stock Holding History

Girard Partners’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
2023
Q1 		– Sell
-1,967
Closed -$278K – 269
2022
Q4 		$278K Sell
1,967
-761
-28% -$108K 0.03% 227
2022
Q3 		$367K Sell
2,728
-1,989
-42% -$317K 0.05% 182
2022
Q2 		$730K Buy
4,717
+383
+9% +$66.6K 0.09% 140
2022
Q1 		$748K Buy
4,334
+758
+21% +$154K 0.08% 145
2021
Q4 		$839K Buy
3,576
+889
+33% +$195K 0.09% 137
2021
Q3 		$547K Buy
2,687
+1,379
+105% +$302K 0.07% 156
2021
Q2 		$285K Buy
+1,308
New +$305K 0.04% 204
2018
Q4 		– Sell
-154
Closed -$18K – 823
2018
Q3 		$18K Buy
+154
New +$20.4K ﹤0.01% 623
2018
Q2 		– Sell
-1,524
Closed -$233K – 276
2018
Q1 		$233K Sell
1,524
-85
-5% -$14.2K 0.05% 214
2017
Q4 		$271K Sell
1,609
-55
-3% -$9.32K 0.05% 226
2017
Q3 		$307K Hold
1,664
– – 0.06% 206
2017
Q2 		$319K Sell
1,664
-60
-3% -$11K 0.07% 196
2017
Q1 		$295K Buy
+1,724
New +$306K 0.07% 187

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Girard Partners's WHR Position: Q1 2023 in Review

Girard Partners sold out of Whirlpool (WHR) in Q1 2023, closing a stake of 1,967 shares — an estimated $278K sold.

Girard Partners first reported a position in WHR in Q1 2017 and held it in 13 quarters. The position peaked at $839K in Q4 2021. 624 funds tracked by Wall St. Rank hold WHR as of Q1 2023.

  • Girard Partners reported no remaining Whirlpool position as of Q1 2023 after selling out during the quarter.
  • Girard Partners sold 1,967 Whirlpool shares in Q1 2023, an estimated $278K.
  • Girard Partners first reported a position in Whirlpool in Q1 2017 and held it in 13 quarters.
  • Girard Partners's Whirlpool position peaked at $839K in Q4 2021.
  • 624 funds tracked by Wall St. Rank held Whirlpool as of Q1 2023.

Based on Girard Partners's 13F filing for Q1 2023, filed 12 May 2023.