Hartford Financial Management’s Whirlpool WHR Stock Holding History

Hartford Financial 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
2024 Q1	–	Sell	-58	Closed	-$7.06K	–	398
2023 Q4	$7.06K	Hold	58	–	–	﹤0.01%	327
2023 Q3	$7.75K	Hold	58	–	–	﹤0.01%	316
2023 Q2	$8.63K	Hold	58	–	–	﹤0.01%	294
2023 Q1	$7.66K	Hold	58	–	–	﹤0.01%	297
2022 Q4	$8.21K	Hold	58	–	–	﹤0.01%	283
2022 Q3	$8K	Hold	58	–	–	﹤0.01%	288
2022 Q2	$9K	Hold	58	–	–	﹤0.01%	289
2022 Q1	$10K	Hold	58	–	–	﹤0.01%	300
2021 Q4	$14K	Hold	58	–	–	﹤0.01%	277
2021 Q3	$12K	Hold	58	–	–	﹤0.01%	284
2021 Q2	$13K	Hold	58	–	–	﹤0.01%	284
2021 Q1	$13K	Hold	58	–	–	﹤0.01%	284
2020 Q4	$10K	Hold	58	–	–	﹤0.01%	288
2020 Q3	$11K	Hold	58	–	–	﹤0.01%	261
2020 Q2	$8K	Hold	58	–	–	﹤0.01%	277
2020 Q1	$5K	Hold	58	–	–	﹤0.01%	296
2019 Q4	$9K	Hold	58	–	–	﹤0.01%	300
2019 Q3	$9K	Hold	58	–	–	﹤0.01%	305
2019 Q2	$8K	Hold	58	–	–	﹤0.01%	311
2019 Q1	$8K	Hold	58	–	–	﹤0.01%	317
2018 Q4	$6K	Hold	58	–	–	﹤0.01%	341
2018 Q3	$7K	Hold	58	–	–	﹤0.01%	346
2018 Q2	$8K	Hold	58	–	–	﹤0.01%	339
2018 Q1	$8K	Hold	58	–	–	﹤0.01%	280
2017 Q4	$9K	Hold	58	–	–	﹤0.01%	278
2017 Q3	$10K	Hold	58	–	–	0.01%	300
2017 Q2	$11K	Hold	58	–	–	﹤0.01%	279
2017 Q1	$9K	Hold	58	–	–	0.01%	275
2016 Q4	$11K	Hold	58	–	–	0.01%	232
2016 Q3	$9K	Hold	58	–	–	0.01%	245
2016 Q2	$9K	Hold	58	–	–	0.01%	225
2016 Q1	$10K	Buy	+58	New	+$8.65K	0.01%	210

Other funds holding WHR

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Hartford Financial Management's WHR Position: Q1 2024 in Review

Hartford Financial Management sold out of Whirlpool (WHR) in Q1 2024, closing a stake of 58 shares — an estimated $7.06K sold.

Hartford Financial Management first reported a position in WHR in Q1 2016 and held it in 32 quarters. The position peaked at $14K in Q4 2021. 563 funds tracked by Wall St. Rank hold WHR as of Q1 2024.

Hartford Financial Management reported no remaining Whirlpool position as of Q1 2024 after selling out during the quarter.
Hartford Financial Management sold 58 Whirlpool shares in Q1 2024, an estimated $7.06K.
Hartford Financial Management first reported a position in Whirlpool in Q1 2016 and held it in 32 quarters.
Hartford Financial Management's Whirlpool position peaked at $14K in Q4 2021.
563 funds tracked by Wall St. Rank held Whirlpool as of Q1 2024.

Based on Hartford Financial Management's 13F filing for Q1 2024, filed 24 Apr 2024.