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Howard Capital Management’s Whirlpool WHR Stock Holding History

Howard Capital 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
Q4 		– Sell
-2,263
Closed -$242K – 424
2024
Q3 		$242K Buy
+2,263
New +$227K ﹤0.01% 356

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Howard Capital Management's WHR Position: Q4 2024 in Review

Howard Capital Management sold out of Whirlpool (WHR) in Q4 2024, closing a stake of 2,263 shares — an estimated $242K sold.

Howard Capital Management first reported a position in WHR in Q3 2024 and held it in 1 quarter. The position peaked at $242K in Q3 2024. 543 funds tracked by Wall St. Rank hold WHR as of Q4 2024.

  • Howard Capital Management reported no remaining Whirlpool position as of Q4 2024 after selling out during the quarter.
  • Howard Capital Management sold 2,263 Whirlpool shares in Q4 2024, an estimated $242K.
  • Howard Capital Management first reported a position in Whirlpool in Q3 2024 and held it in 1 quarter.
  • Howard Capital Management's Whirlpool position peaked at $242K in Q3 2024.
  • 543 funds tracked by Wall St. Rank held Whirlpool as of Q4 2024.

Based on Howard Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.