Kelly Financial Services’s Whirlpool WHR Stock Holding History

Kelly Financial Services’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	-19	Closed	-$2.51K	–	748
2023 Q1	$2.51K	Hold	19	–	–	﹤0.01%	504
2022 Q4	$2.69K	Hold	19	–	–	﹤0.01%	476
2022 Q3	$2.56K	Hold	19	–	–	﹤0.01%	477
2022 Q2	$2.94K	Hold	19	–	–	﹤0.01%	462
2022 Q1	$3.28K	Hold	19	–	–	﹤0.01%	475
2021 Q4	$4.46K	Hold	19	–	–	﹤0.01%	459
2021 Q3	$3.87K	Hold	19	–	–	﹤0.01%	458
2021 Q2	$4.14K	Hold	19	–	–	﹤0.01%	445
2021 Q1	$4.19K	Hold	19	–	–	﹤0.01%	424
2020 Q4	$3.43K	Hold	19	–	–	﹤0.01%	417
2020 Q3	$3.49K	Hold	19	–	–	﹤0.01%	378
2020 Q2	$2.46K	Hold	19	–	–	﹤0.01%	413
2020 Q1	$1.63K	Hold	19	–	–	﹤0.01%	406
2019 Q4	$2.8K	Hold	19	–	–	﹤0.01%	374
2019 Q3	$3.01K	Hold	19	–	–	﹤0.01%	356
2019 Q2	$2.71K	Hold	19	–	–	﹤0.01%	351
2019 Q1	$2.52K	Buy	+19	New	+$2.51K	﹤0.01%	352

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 $3.37T AUM 44.26% 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

Kelly Financial Services's WHR Position: Q2 2023 in Review

Kelly Financial Services sold out of Whirlpool (WHR) in Q2 2023, closing a stake of 19 shares — an estimated $2.51K sold.

Kelly Financial Services first reported a position in WHR in Q1 2019 and held it in 17 quarters. The position peaked at $4.46K in Q4 2021. 630 funds tracked by Wall St. Rank hold WHR as of Q2 2023.

Kelly Financial Services reported no remaining Whirlpool position as of Q2 2023 after selling out during the quarter.
Kelly Financial Services sold 19 Whirlpool shares in Q2 2023, an estimated $2.51K.
Kelly Financial Services first reported a position in Whirlpool in Q1 2019 and held it in 17 quarters.
Kelly Financial Services's Whirlpool position peaked at $4.46K in Q4 2021.
630 funds tracked by Wall St. Rank held Whirlpool as of Q2 2023.

Based on Kelly Financial Services's 13F filing for Q2 2023, filed 17 Jul 2024.