LMKC
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L.M. Kohn & Company’s Whirlpool WHR Stock Holding History

L.M. Kohn & Company’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
Q2 		– Sell
-2,522
Closed -$302K – 298
2024
Q1 		$302K Buy
2,522
+60
+2% +$6.69K 0.08% 202
2023
Q4 		$300K Buy
2,462
+295
+14% +$34.4K 0.1% 180
2023
Q3 		$290K Buy
2,167
+327
+18% +$46.2K 0.11% 173
2023
Q2 		$274K Buy
+1,840
New +$253K 0.1% 179

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

L.M. Kohn & Company's WHR Position: Q2 2024 in Review

L.M. Kohn & Company sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 2,522 shares — an estimated $302K sold.

L.M. Kohn & Company first reported a position in WHR in Q2 2023 and held it in 4 quarters. The position peaked at $302K in Q1 2024. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • L.M. Kohn & Company reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 2,522 Whirlpool shares in Q2 2024, an estimated $302K.
  • L.M. Kohn & Company first reported a position in Whirlpool in Q2 2023 and held it in 4 quarters.
  • L.M. Kohn & Company's Whirlpool position peaked at $302K in Q1 2024.
  • 515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on L.M. Kohn & Company's 13F filing for Q2 2024, filed 31 Jul 2024.