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Kula Investments’s Whirlpool WHR Stock Holding History

Kula Investments’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
Q1 		$383K Buy
+2,903
New +$413K 0.09% 380

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
GA
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kula Investments's WHR Position: Q1 2023 in Review

Kula Investments opened a new position in Whirlpool (WHR) in Q1 2023: 2,903 shares worth $383K. The stake represents 0.09% of the portfolio and ranks #380 among its holdings.

623 funds tracked by Wall St. Rank hold WHR as of Q1 2023.

  • Kula Investments held 2,903 shares of Whirlpool worth $383K as of Q1 2023.
  • Whirlpool was a new Kula Investments position in Q1 2023.
  • Whirlpool made up 0.09% of Kula Investments's portfolio in Q1 2023, its #380 holding.
  • 623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.