Itau Unibanco Holding S.A.’s Whirlpool WHR Stock Holding History

Itau Unibanco Holding S.A.’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 Q2	–	Sell	-2,240	Closed	-$296K	–	628
2023 Q1	$296K	Sell	2,240 -2,495	-53%	-$355K	0.01%	146
2022 Q4	$678K	Buy	4,735 +75	+2%	+$10.7K	0.03%	138
2022 Q3	$628K	Buy	+4,660	New	+$742K	0.03%	142
2021 Q4	–	Sell	-436	Closed	-$89K	–	482
2021 Q3	$89K	Buy	436 +393	+914%	+$86.2K	﹤0.01%	198
2021 Q2	$9K	Buy	+43	New	+$10K	﹤0.01%	339
2020 Q1	–	Sell	-833	Closed	-$123K	–	891
2019 Q4	$123K	Buy	+833	New	+$126K	0.01%	448
2018 Q3	–	Sell	-438	Closed	-$64K	–	800
2018 Q2	$64K	Sell	438 -1,231	-74%	-$187K	0.01%	598
2018 Q1	$256K	Buy	+1,669	New	+$279K	﹤0.01%	338
2017 Q4	–	Sell	-1,047	Closed	-$611K	–	649
2017 Q3	$611K	Buy	1,047 +907	+648%	+$162K	0.04%	247
2017 Q2	$27K	Sell	140 -30	-18%	-$5.49K	﹤0.01%	376
2017 Q1	$29K	Buy	+170	New	+$30.2K	﹤0.01%	325
2016 Q4	–	Sell	-340	Closed	-$55K	–	551
2016 Q3	$55K	Buy	+340	New	+$60.2K	0.01%	206

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Itau Unibanco Holding S.A.'s WHR Position: Q2 2023 in Review

Itau Unibanco Holding S.A. sold out of Whirlpool (WHR) in Q2 2023, closing a stake of 2,240 shares — an estimated $296K sold.

Itau Unibanco Holding S.A. first reported a position in WHR in Q3 2016 and held it in 12 quarters. The position peaked at $678K in Q4 2022. 631 funds tracked by Wall St. Rank hold WHR as of Q2 2023.

Itau Unibanco Holding S.A. reported no remaining Whirlpool position as of Q2 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 2,240 Whirlpool shares in Q2 2023, an estimated $296K.
Itau Unibanco Holding S.A. first reported a position in Whirlpool in Q3 2016 and held it in 12 quarters.
Itau Unibanco Holding S.A.'s Whirlpool position peaked at $678K in Q4 2022.
631 funds tracked by Wall St. Rank held Whirlpool as of Q2 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2023, filed 14 Aug 2023.