Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Whirlpool WHR Stock Holding History

Kayne Anderson Rudnick Investment Management’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
2024
Q1 		– Sell
-3
Closed -$365 – 1003
2023
Q4 		$365 Hold
3
– – ﹤0.01% 905
2023
Q3 		$401 Hold
3
– – ﹤0.01% 809
2023
Q2 		$446 Hold
3
– – ﹤0.01% 803
2023
Q1 		$396 Buy
+3
New +$427 ﹤0.01% 688
2021
Q1 		– Sell
-11
Closed -$2K – 729
2020
Q4 		$2K Buy
+11
New +$2.11K ﹤0.01% 558
2018
Q4 		– Sell
-34,017
Closed -$4.04M – 360
2018
Q3 		$4.04M Sell
34,017
-116
-0.3% -$15.4K 0.02% 217
2018
Q2 		$4.99M Sell
34,133
-36,281
-52% -$5.51M 0.03% 207
2018
Q1 		$10.8M Sell
70,414
-445
-0.6% -$74.3K 0.08% 164
2017
Q4 		$11.9M Sell
70,859
-1,776
-2% -$301K 0.1% 164
2017
Q3 		$13.4M Sell
72,635
-2,185
-3% -$391K 0.12% 156
2017
Q2 		$14.3M Sell
74,820
-1,447
-2% -$265K 0.14% 151
2017
Q1 		$13.1M Sell
76,267
-4,567
-6% -$811K 0.14% 156
2016
Q4 		$14.7M Buy
80,834
+615
+0.8% +$102K 0.18% 143
2016
Q3 		$13M Buy
80,219
+17,547
+28% +$3.11M 0.16% 163
2016
Q2 		$10.4M Buy
+62,672
New +$11.1M 0.16% 145

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's WHR Position: Q1 2024 in Review

Kayne Anderson Rudnick Investment Management sold out of Whirlpool (WHR) in Q1 2024, closing a stake of 3 shares — an estimated $365 sold.

Kayne Anderson Rudnick Investment Management first reported a position in WHR in Q2 2016 and held it in 15 quarters. The position peaked at $14.7M in Q4 2016. 563 funds tracked by Wall St. Rank hold WHR as of Q1 2024.

  • Kayne Anderson Rudnick Investment Management reported no remaining Whirlpool position as of Q1 2024 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 3 Whirlpool shares in Q1 2024, an estimated $365.
  • Kayne Anderson Rudnick Investment Management first reported a position in Whirlpool in Q2 2016 and held it in 15 quarters.
  • Kayne Anderson Rudnick Investment Management's Whirlpool position peaked at $14.7M in Q4 2016.
  • 563 funds tracked by Wall St. Rank held Whirlpool as of Q1 2024.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2024, filed 14 May 2024.