GI
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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 – 1296
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 $6.73T AUM 46.02% 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 $169B AUM 114.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gradient Investments's WHR Position: Q3 2024 in Review

Gradient Investments sold out of Whirlpool (WHR) in Q3 2024, closing a stake of 5 shares — an estimated $511 sold.

Gradient Investments first reported a position in WHR in Q4 2017 and held it in 8 quarters. The position peaked at $5K in Q1 2019. 533 funds tracked by Wall St. Rank hold WHR as of Q3 2024.

  • Gradient Investments reported no remaining Whirlpool position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 5 Whirlpool shares in Q3 2024, an estimated $511.
  • Gradient Investments first reported a position in Whirlpool in Q4 2017 and held it in 8 quarters.
  • Gradient Investments's Whirlpool position peaked at $5K in Q1 2019.
  • 533 funds tracked by Wall St. Rank held Whirlpool as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.