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Interval Partners’s Whirlpool WHR Stock Holding History

Interval Partners’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
-2,850
Closed -$384K – 335
2022
Q3 		$384K Buy
+2,850
New +$454K 0.02% 263
2022
Q1 		– Sell
-40,514
Closed -$9.51M – 339
2021
Q4 		$9.51M Buy
+40,514
New +$8.9M 0.41% 72
2018
Q3 		– Sell
-70,000
Closed -$10.2M – 257
2018
Q2 		$10.2M Buy
+70,000
New +$10.6M 0.38% 82

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 $169B AUM 114.72% 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 $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Interval Partners's WHR Position: Q4 2022 in Review

Interval Partners sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 2,850 shares — an estimated $384K sold.

Interval Partners first reported a position in WHR in Q2 2018 and held it in 3 quarters. The position peaked at $10.2M in Q2 2018. 616 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Interval Partners reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
  • Interval Partners sold 2,850 Whirlpool shares in Q4 2022, an estimated $384K.
  • Interval Partners first reported a position in Whirlpool in Q2 2018 and held it in 3 quarters.
  • Interval Partners's Whirlpool position peaked at $10.2M in Q2 2018.
  • 616 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Interval Partners's 13F filing for Q4 2022, filed 14 Feb 2023.