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IBM Retirement Fund’s Whirlpool WHR Stock Holding History

IBM Retirement Fund’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
Q1 		– Sell
-1,021
Closed -$240K – 554
2021
Q4 		$240K Sell
1,021
-714
-41% -$157K 0.03% 494
2021
Q3 		$354K Hold
1,735
– – 0.03% 516
2021
Q2 		$378K Sell
1,735
-350
-17% -$81.5K 0.03% 510
2021
Q1 		$459K Sell
2,085
-167
-7% -$33.1K 0.03% 476
2020
Q4 		$406K Buy
2,252
+271
+14% +$51.9K 0.03% 516
2020
Q3 		$364K Buy
+1,981
New +$329K 0.03% 463
2018
Q2 		– Sell
-1,528
Closed -$234K – 523
2018
Q1 		$234K Buy
+1,528
New +$255K 0.04% 460
2017
Q3 		– Sell
-1,072
Closed -$205K – 365
2017
Q2 		$205K Buy
+1,072
New +$196K 0.04% 332
2017
Q1 		– Sell
-6,957
Closed -$1.33M – 740
2016
Q4 		$1.33M Sell
6,957
-27
-0.4% -$4.47K 0.06% 320
2016
Q3 		$1.13M Sell
6,984
-1,820
-21% -$322K 0.06% 354
2016
Q2 		$1.53M Sell
8,804
-461
-5% -$81.3K 0.06% 335
2016
Q1 		$1.74M Sell
9,265
-9,834
-51% -$1.47M 0.07% 297
2015
Q4 		$2.81M Buy
19,099
+913
+5% +$142K 0.05% 374
2015
Q3 		$2.75M Sell
18,186
-1,018
-5% -$172K 0.06% 338
2015
Q2 		$3.32M Buy
19,204
+67
+0.4% +$12.6K 0.06% 323
2015
Q1 		$3.87M Sell
19,137
-12
-0.1% -$2.44K 0.07% 288
2014
Q4 		$3.71M Buy
19,149
+844
+5% +$145K 0.07% 301
2014
Q3 		$2.7M Sell
18,305
-1,528
-8% -$226K 0.05% 352
2014
Q2 		$2.75M Sell
19,833
-540
-3% -$79.2K 0.05% 374
2014
Q1 		$3.04M Sell
20,373
-11,240
-36% -$1.63M 0.06% 345
2013
Q4 		$4.96M Sell
31,613
-1,189
-4% -$174K 0.06% 325
2013
Q3 		$4.8M Sell
32,802
-4,744
-13% -$628K 0.07% 322
2013
Q2 		$4.29M Buy
+37,546
New +$4.55M 0.05% 375

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

IBM Retirement Fund's WHR Position: Q1 2022 in Review

IBM Retirement Fund sold out of Whirlpool (WHR) in Q1 2022, closing a stake of 1,021 shares — an estimated $240K sold.

IBM Retirement Fund first reported a position in WHR in Q2 2013 and held it in 23 quarters. The position peaked at $4.96M in Q4 2013. 672 funds tracked by Wall St. Rank hold WHR as of Q1 2022.

  • IBM Retirement Fund reported no remaining Whirlpool position as of Q1 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 1,021 Whirlpool shares in Q1 2022, an estimated $240K.
  • IBM Retirement Fund first reported a position in Whirlpool in Q2 2013 and held it in 23 quarters.
  • IBM Retirement Fund's Whirlpool position peaked at $4.96M in Q4 2013.
  • 672 funds tracked by Wall St. Rank held Whirlpool as of Q1 2022.

Based on IBM Retirement Fund's 13F filing for Q1 2022, filed 14 Apr 2022.