LSA
WHR icon

Lion Street Advisors’s Whirlpool WHR Stock Holding History

Lion Street Advisors’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
2025
Q3 		$1M Sell
4,754
-5,916
-55% -$543K 0.35% 59
2025
Q2 		$1.08M Buy
10,670
+2,025
+23% +$168K 0.33% 64
2025
Q1 		$779K Hold
8,645
– – 0.25% 83
2024
Q4 		$990K Buy
8,645
+2,070
+31% +$228K 0.32% 67
2024
Q3 		$704K Sell
6,575
-150
-2% -$15.1K 0.25% 91
2024
Q2 		$687K Buy
6,725
+500
+8% +$48.7K 0.25% 85
2024
Q1 		$758K Hold
6,225
– – 0.31% 71
2023
Q4 		$758K Sell
6,225
-606
-9% -$70.6K 0.31% 70
2023
Q3 		$913K Buy
6,831
+2,077
+44% +$293K 0.3% 64
2023
Q2 		$1M Sell
4,754
-2,081
-30% -$286K 0.34% 60
2023
Q1 		$902K Buy
6,835
+2,601
+61% +$370K 0.28% 64
2022
Q4 		$893K Sell
4,234
-2,817
-40% -$401K 0.47% 28
2022
Q3 		$947K Buy
7,051
+2,817
+67% +$448K 0.47% 26
2022
Q2 		$892K Buy
4,234
+213
+5% +$37K 0.47% 28
2022
Q1 		$693K Sell
4,021
-205
-5% -$41.5K 0.35% 40
2021
Q4 		$988K Sell
4,226
-8
-0.2% -$1.76K 0.48% 23
2021
Q3 		$860K Buy
+4,234
New +$929K 0.46% 28
2020
Q2 		– Sell
-69
Closed -$6K – 414
2020
Q1 		$6K Buy
+69
New +$9.06K 0.03% 235

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return