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Lighthouse Investment Partners’s Whirlpool WHR Stock Holding History

Lighthouse Investment Partners’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
Q4 		– Sell
-14,000
Closed -$1.87M – 444
2023
Q3 		$1.87M Buy
+14,000
New +$1.98M 0.08% 247
2023
Q2 		– Sell
-7,000
Closed -$924K – 392
2023
Q1 		$924K Buy
+7,000
New +$997K 0.06% 199

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
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

Lighthouse Investment Partners's WHR Position: Q4 2023 in Review

Lighthouse Investment Partners sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 14,000 shares — an estimated $1.87M sold.

Lighthouse Investment Partners first reported a position in WHR in Q1 2023 and held it in 2 quarters. The position peaked at $1.87M in Q3 2023. 585 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

  • Lighthouse Investment Partners reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
  • Lighthouse Investment Partners sold 14,000 Whirlpool shares in Q4 2023, an estimated $1.87M.
  • Lighthouse Investment Partners first reported a position in Whirlpool in Q1 2023 and held it in 2 quarters.
  • Lighthouse Investment Partners's Whirlpool position peaked at $1.87M in Q3 2023.
  • 585 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Lighthouse Investment Partners's 13F filing for Q4 2023, filed 14 Feb 2024.