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Johnson Midwest Financial’s Whirlpool WHR Stock Holding History

Johnson Midwest Financial’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
Q3 		$7.27K Hold
54
– – 0.02% 227
2023
Q2 		$8.09K Hold
54
– – 0.01% 225
2023
Q1 		$7.09K Buy
54
+1
+2% +$142 0.01% 237
2022
Q4 		$7K Buy
53
+1
+2% +$142 0.03% 243
2022
Q3 		$7 Hold
52
– – 0.03% 215
2022
Q2 		$8K Buy
52
+1
+2% +$174 0.01% 194
2022
Q1 		$9K Hold
51
– – 0.01% 182
2021
Q4 		$12K Buy
51
+1
+2% +$220 0.01% 171
2021
Q3 		$10K Hold
50
– – 0.01% 189
2021
Q2 		$11K Hold
50
– – 0.01% 169
2021
Q1 		$11K Buy
50
+1
+2% +$198 0.01% 161
2020
Q4 		$9K Buy
+49
New +$9.39K 0.01% 179

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Johnson Midwest Financial's WHR Position: Q3 2023 in Review

Johnson Midwest Financial held its Whirlpool (WHR) position steady in Q3 2023 at 54 shares worth $7.27K. The position accounts for 0.02% of the portfolio, ranked #227.

Johnson Midwest Financial first reported a position in WHR in Q4 2020 and has held it in 12 quarters since. The position peaked at $12K in Q4 2021. 606 funds tracked by Wall St. Rank hold WHR as of Q3 2023.

  • Johnson Midwest Financial held 54 shares of Whirlpool worth $7.27K as of Q3 2023.
  • Johnson Midwest Financial left its Whirlpool share count unchanged in Q3 2023.
  • Whirlpool made up 0.02% of Johnson Midwest Financial's portfolio in Q3 2023, its #227 holding.
  • Johnson Midwest Financial first reported a position in Whirlpool in Q4 2020 and has held it in 12 quarters since.
  • Johnson Midwest Financial's Whirlpool position peaked at $12K in Q4 2021.
  • 606 funds tracked by Wall St. Rank held Whirlpool as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.