InceptionR’s Whirlpool WHR Stock Holding History

InceptionR’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 Q2	–	Sell	-5,738	Closed	-$758K	–	627
2023 Q1	$758K	Buy	5,738 +2,683	+88%	+$382K	0.24%	164
2022 Q4	$432K	Buy	+3,055	New	+$434K	0.23%	193

Other funds holding WHR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

InceptionR's WHR Position: Q2 2023 in Review

InceptionR sold out of Whirlpool (WHR) in Q2 2023, closing a stake of 5,738 shares — an estimated $758K sold.

InceptionR first reported a position in WHR in Q4 2022 and held it in 2 quarters. The position peaked at $758K in Q1 2023. 629 funds tracked by Wall St. Rank hold WHR as of Q2 2023.

InceptionR reported no remaining Whirlpool position as of Q2 2023 after selling out during the quarter.
InceptionR sold 5,738 Whirlpool shares in Q2 2023, an estimated $758K.
InceptionR first reported a position in Whirlpool in Q4 2022 and held it in 2 quarters.
InceptionR's Whirlpool position peaked at $758K in Q1 2023.
629 funds tracked by Wall St. Rank held Whirlpool as of Q2 2023.

Based on InceptionR's 13F filing for Q2 2023, filed 11 Aug 2023.