ITIM
WHR icon

Indiana Trust & Investment Management’s Whirlpool WHR Stock Holding History

Indiana Trust & Investment 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
Q2 		– Sell
-165
Closed -$19.7K – 493
2024
Q1 		$19.7K Hold
165
– – 0.01% 341
2023
Q4 		$20.1K Hold
165
– – 0.01% 315
2023
Q3 		$22.1K Buy
+165
New +$23.3K 0.01% 314
2014
Q1 		– Sell
-70
Closed -$11K – 225
2013
Q4 		$11K Hold
70
– – 0.01% 247
2013
Q3 		$10K Buy
+70
New +$9.26K 0.01% 258

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Indiana Trust & Investment Management's WHR Position: Q2 2024 in Review

Indiana Trust & Investment Management sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 165 shares — an estimated $19.7K sold.

Indiana Trust & Investment Management first reported a position in WHR in Q3 2013 and held it in 5 quarters. The position peaked at $22.1K in Q3 2023. 516 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • Indiana Trust & Investment Management reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 165 Whirlpool shares in Q2 2024, an estimated $19.7K.
  • Indiana Trust & Investment Management first reported a position in Whirlpool in Q3 2013 and held it in 5 quarters.
  • Indiana Trust & Investment Management's Whirlpool position peaked at $22.1K in Q3 2023.
  • 516 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.