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WHR icon

INVST’s Whirlpool WHR Stock Holding History

INVST’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
Q1 		– Sell
-2,487
Closed -$387K – 199
2022
Q4 		$387K Sell
2,487
-1,284
-34% -$183K 0.06% 130
2022
Q3 		$532K Sell
3,771
-4
-0.1% -$637 0.09% 113
2022
Q2 		$629K Buy
3,775
+106
+3% +$18.4K 0.1% 115
2022
Q1 		$709K Hold
3,669
– – 0.12% 88
2021
Q4 		$712K Buy
3,669
+349
+11% +$76.6K 0.11% 92
2021
Q3 		$677K Buy
3,320
+69
+2% +$15.1K 0.11% 93
2021
Q2 		$715K Buy
3,251
+269
+9% +$62.7K 0.12% 90
2021
Q1 		$705K Buy
2,982
+113
+4% +$22.4K 0.12% 89
2020
Q4 		$518K Buy
2,869
+511
+22% +$97.9K 0.09% 97
2020
Q3 		$432K Buy
2,358
+208
+10% +$34.6K 0.1% 87
2020
Q2 		$273K Buy
+2,150
New +$246K 0.08% 118

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

INVST's WHR Position: Q1 2023 in Review

INVST sold out of Whirlpool (WHR) in Q1 2023, closing a stake of 2,487 shares — an estimated $387K sold.

INVST first reported a position in WHR in Q2 2020 and held it in 11 quarters. The position peaked at $715K in Q2 2021. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2023.

  • INVST reported no remaining Whirlpool position as of Q1 2023 after selling out during the quarter.
  • INVST sold 2,487 Whirlpool shares in Q1 2023, an estimated $387K.
  • INVST first reported a position in Whirlpool in Q2 2020 and held it in 11 quarters.
  • INVST's Whirlpool position peaked at $715K in Q2 2021.
  • 623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2023.

Based on INVST's 13F filing for Q1 2023, filed 28 Apr 2023.