HIIFS
WHR icon

Harel Insurance Investments & Financial Services’s Whirlpool WHR Stock Holding History

Harel Insurance Investments & Financial Services’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
-1,000
Closed -$138K – 749
2022
Q3 		$138K Hold
1,000
– – ﹤0.01% 343
2022
Q2 		$155K Hold
1,000
– – ﹤0.01% 359
2022
Q1 		$173K Buy
+1,000
New +$203K ﹤0.01% 369
2021
Q3 		– Sell
-552
Closed -$392K – 813
2021
Q2 		$392K Buy
+552
New +$129K 0.01% 507
2016
Q3 		– Sell
-170
Closed -$28K – 673
2016
Q2 		$28K Buy
+170
New +$30K ﹤0.01% 417

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 $6.73T AUM 46.02% 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
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

Harel Insurance Investments & Financial Services's WHR Position: Q4 2022 in Review

Harel Insurance Investments & Financial Services sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 1,000 shares — an estimated $138K sold.

Harel Insurance Investments & Financial Services first reported a position in WHR in Q2 2016 and held it in 5 quarters. The position peaked at $392K in Q2 2021. 618 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Harel Insurance Investments & Financial Services reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,000 Whirlpool shares in Q4 2022, an estimated $138K.
  • Harel Insurance Investments & Financial Services first reported a position in Whirlpool in Q2 2016 and held it in 5 quarters.
  • Harel Insurance Investments & Financial Services's Whirlpool position peaked at $392K in Q2 2021.
  • 618 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2022, filed 26 Jan 2023.