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	–	630
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	–	486
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	–	910
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	0.02%	338
2017 Q4	–	Sell	-1,047	Closed	-$611K	–	653
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	–	552
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 $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return