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Industrial Alliance Investment Management’s Whirlpool WHR Stock Holding History

Industrial Alliance 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
2022
Q4 		– Sell
-74
Closed -$10K – 475
2022
Q3 		$10K Buy
+74
New +$11.8K ﹤0.01% 419
2022
Q2 		– Sell
-1,585
Closed -$274K – 433
2022
Q1 		$274K Buy
+1,585
New +$321K 0.01% 374

Other funds holding WHR

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Industrial Alliance Investment Management's WHR Position: Q4 2022 in Review

Industrial Alliance Investment Management sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 74 shares — an estimated $10K sold.

Industrial Alliance Investment Management first reported a position in WHR in Q1 2022 and held it in 2 quarters. The position peaked at $274K in Q1 2022. 618 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Industrial Alliance Investment Management reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 74 Whirlpool shares in Q4 2022, an estimated $10K.
  • Industrial Alliance Investment Management first reported a position in Whirlpool in Q1 2022 and held it in 2 quarters.
  • Industrial Alliance Investment Management's Whirlpool position peaked at $274K in Q1 2022.
  • 618 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Industrial Alliance Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.