GI
WHR icon

Gradient Investments’s Whirlpool WHR Stock Holding History

Gradient Investments’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
Q3 		– Sell
-5
Closed -$511 – 1305
2024
Q2 		$511 Sell
5
-4
-44% -$390 ﹤0.01% 1181
2024
Q1 		$1.08K Hold
9
– – ﹤0.01% 896
2023
Q4 		$1.1K Hold
9
– – ﹤0.01% 1395
2023
Q3 		$1.2K Buy
9
+4
+80% +$565 ﹤0.01% 1318
2023
Q2 		$744 Buy
+5
New +$687 ﹤0.01% 1449
2019
Q2 		– Sell
-35
Closed -$5K – 1084
2019
Q1 		$5K Buy
+35
New +$4.62K ﹤0.01% 658
2018
Q2 		– Sell
-6
Closed -$1K – 1150
2018
Q1 		$1K Hold
6
– – ﹤0.01% 958
2017
Q4 		$1K Buy
+6
New +$1.02K ﹤0.01% 968

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return