Guyasuta Investment Advisors’s Whirlpool WHR Stock Holding History

Guyasuta Investment Advisors’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 Q4	–	Sell	-3,125	Closed	-$418K	–	253
2023 Q3	$418K	Buy	3,125 +125	+4%	+$17.7K	0.03%	160
2023 Q2	$446K	Sell	3,000 -2,000	-40%	-$275K	0.03%	162
2023 Q1	$660K	Buy	+5,000	New	+$712K	0.05%	129
2017 Q3	–	Sell	-3,090	Closed	-$592K	–	217
2017 Q2	$592K	Sell	3,090 -1,525	-33%	-$279K	0.07%	121
2017 Q1	$791K	Sell	4,615 -225	-5%	-$40K	0.1%	116
2016 Q4	$880K	Hold	4,840	–	–	0.11%	106
2016 Q3	$785K	Hold	4,840	–	–	0.1%	111
2016 Q2	$806K	Hold	4,840	–	–	0.11%	104
2016 Q1	$872K	Sell	4,840 -70	-1%	-$10.4K	0.12%	95
2015 Q4	$721K	Buy	+4,910	New	+$762K	0.1%	111

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guyasuta Investment Advisors's WHR Position: Q4 2023 in Review

Guyasuta Investment Advisors sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 3,125 shares — an estimated $418K sold.

Guyasuta Investment Advisors first reported a position in WHR in Q4 2015 and held it in 10 quarters. The position peaked at $880K in Q4 2016. 586 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

Guyasuta Investment Advisors reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
Guyasuta Investment Advisors sold 3,125 Whirlpool shares in Q4 2023, an estimated $418K.
Guyasuta Investment Advisors first reported a position in Whirlpool in Q4 2015 and held it in 10 quarters.
Guyasuta Investment Advisors's Whirlpool position peaked at $880K in Q4 2016.
586 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Guyasuta Investment Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.