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INTECH Investment Management’s Whirlpool WHR Stock Holding History

INTECH 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
Q1 		– Sell
-2,540
Closed -$309K – 769
2023
Q4 		$309K Buy
+2,540
New +$296K ﹤0.01% 637
2023
Q2 		– Sell
-9,114
Closed -$1.2M – 757
2023
Q1 		$1.2M Sell
9,114
-43,410
-83% -$6.18M 0.01% 505
2022
Q4 		$7.43M Sell
52,524
-49,784
-49% -$7.08M 0.06% 333
2022
Q3 		$13.8M Sell
102,308
-17,659
-15% -$2.81M 0.1% 239
2022
Q2 		$18.6M Buy
+119,967
New +$20.9M 0.11% 213

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

INTECH Investment Management's WHR Position: Q1 2024 in Review

INTECH Investment Management sold out of Whirlpool (WHR) in Q1 2024, closing a stake of 2,540 shares — an estimated $309K sold.

INTECH Investment Management first reported a position in WHR in Q2 2022 and held it in 5 quarters. The position peaked at $18.6M in Q2 2022. 562 funds tracked by Wall St. Rank hold WHR as of Q1 2024.

  • INTECH Investment Management reported no remaining Whirlpool position as of Q1 2024 after selling out during the quarter.
  • INTECH Investment Management sold 2,540 Whirlpool shares in Q1 2024, an estimated $309K.
  • INTECH Investment Management first reported a position in Whirlpool in Q2 2022 and held it in 5 quarters.
  • INTECH Investment Management's Whirlpool position peaked at $18.6M in Q2 2022.
  • 562 funds tracked by Wall St. Rank held Whirlpool as of Q1 2024.

Based on INTECH Investment Management's 13F filing for Q1 2024, filed 10 May 2024.