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Groesbeck Investment Management’s Whirlpool WHR Stock Holding History

Groesbeck Investment Management’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
2022
Q4 		– Sell
-1,777
Closed -$275K – 87
2022
Q3 		$275K Hold
1,777
– – 0.45% 71
2022
Q2 		$275K Sell
1,777
-108
-6% -$18.8K 0.45% 71
2022
Q1 		$326K Hold
1,885
– – 0.37% 85
2021
Q4 		$442K Buy
1,885
+850
+82% +$187K 0.56% 58
2021
Q3 		$211K Sell
1,035
-411
-28% -$90.1K 0.24% 103
2021
Q2 		$315K Sell
1,446
-98
-6% -$22.8K 0.4% 77
2021
Q1 		$340K Hold
1,544
– – 0.49% 71
2020
Q4 		$279K Buy
1,544
+19
+1% +$3.64K 0.46% 74
2020
Q3 		$280K Buy
+1,525
New +$253K 0.52% 66
2020
Q1 		– Sell
-17,074
Closed -$2.52M – 98
2019
Q4 		$2.52M Sell
17,074
-762
-4% -$115K 1.86% 14
2019
Q3 		$2.83M Buy
17,836
+118
+0.7% +$16.9K 2.12% 14
2019
Q2 		$2.52M Sell
17,718
-118
-0.7% -$15.8K 2.05% 16
2019
Q1 		$2.37M Buy
17,836
+478
+3% +$63.1K 1.81% 17
2018
Q4 		$1.85M Sell
17,358
-572
-3% -$64.9K 1.58% 22
2018
Q3 		$2.13M Sell
17,930
-217
-1% -$28.8K 1.45% 26
2018
Q2 		$2.65M Buy
+18,147
New +$2.76M 1.86% 24
2018
Q1 		– Sell
-18,011
Closed -$3.04M – 94
2017
Q4 		$3.04M Sell
18,011
-761
-4% -$129K 2.13% 18
2017
Q3 		$3.46M Sell
18,772
-24
-0.1% -$4.29K 2.49% 17
2017
Q2 		$3.6M Sell
18,796
-251
-1% -$45.9K 2.67% 14
2017
Q1 		$3.26M Buy
19,047
+5,920
+45% +$1.05M 2.43% 15
2016
Q4 		$2.39M Buy
13,127
+9,379
+250% +$1.55M 1.86% 21
2016
Q3 		$608K Sell
3,748
-4,568
-55% -$809K 0.45% 56
2016
Q2 		$1.39M Buy
+8,316
New +$1.47M 1.01% 38

Other funds holding WHR

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Groesbeck Investment Management's WHR Position: Q4 2022 in Review

Groesbeck Investment Management sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 1,777 shares — an estimated $275K sold.

Groesbeck Investment Management first reported a position in WHR in Q2 2016 and held it in 23 quarters. The position peaked at $3.6M in Q2 2017. 618 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Groesbeck Investment Management reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
  • Groesbeck Investment Management sold 1,777 Whirlpool shares in Q4 2022, an estimated $275K.
  • Groesbeck Investment Management first reported a position in Whirlpool in Q2 2016 and held it in 23 quarters.
  • Groesbeck Investment Management's Whirlpool position peaked at $3.6M in Q2 2017.
  • 618 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Groesbeck Investment Management's 13F filing for Q4 2022, filed 1 Feb 2023.