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Longfellow Investment Management’s Whirlpool WHR Stock Holding History

Longfellow Investment Management’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
Q1 		– Sell
-4,354
Closed -$498K – 314
2024
Q4 		$498K Sell
4,354
-278
-6% -$30.7K 0.13% 89
2024
Q3 		$496K Buy
4,632
+27
+0.6% +$2.71K 0.12% 96
2024
Q2 		$471K Buy
4,605
+1,791
+64% +$175K 0.12% 95
2024
Q1 		$337K Buy
2,814
+20
+0.7% +$2.23K 0.08% 120
2023
Q4 		$340K Hold
2,794
– – 0.08% 119
2023
Q3 		$374K Sell
2,794
-1,147
-29% -$162K 0.1% 99
2023
Q2 		$586K Buy
3,941
+160
+4% +$22K 0.13% 92
2023
Q1 		$499K Hold
3,781
– – 0.11% 104
2022
Q4 		$535K Buy
3,781
+1,324
+54% +$188K 0.12% 114
2022
Q3 		$331K Hold
2,457
– – 0.07% 154
2022
Q2 		$381K Buy
2,457
+1,328
+118% +$231K 0.08% 152
2022
Q1 		$196K Hold
1,129
– – 0.03% 215
2021
Q4 		$265K Buy
1,129
+379
+51% +$83.2K 0.04% 197
2021
Q3 		$153K Hold
750
– – 0.03% 242
2021
Q2 		$164K Sell
750
-447
-37% -$104K 0.02% 249
2021
Q1 		$264K Hold
1,197
– – 0.03% 293
2020
Q4 		$217K Buy
+1,197
New +$229K 0.03% 256

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Longfellow Investment Management's WHR Position: Q1 2025 in Review

Longfellow Investment Management sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 4,354 shares — an estimated $498K sold.

Longfellow Investment Management first reported a position in WHR in Q4 2020 and held it in 17 quarters. The position peaked at $586K in Q2 2023. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Longfellow Investment Management reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • Longfellow Investment Management sold 4,354 Whirlpool shares in Q1 2025, an estimated $498K.
  • Longfellow Investment Management first reported a position in Whirlpool in Q4 2020 and held it in 17 quarters.
  • Longfellow Investment Management's Whirlpool position peaked at $586K in Q2 2023.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Longfellow Investment Management's 13F filing for Q1 2025, filed 12 May 2025.