LVZ Inc’s Whirlpool WHR Stock Holding History

LVZ Inc’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	-1,900	Closed	-$218K	–	165
2024 Q4	$218K	Buy	+1,900	New	+$210K	0.03%	138

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LVZ Inc's WHR Position: Q1 2025 in Review

LVZ Inc sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 1,900 shares — an estimated $218K sold.

LVZ Inc first reported a position in WHR in Q4 2024 and held it in 1 quarter. The position peaked at $218K in Q4 2024. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

LVZ Inc reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
LVZ Inc sold 1,900 Whirlpool shares in Q1 2025, an estimated $218K.
LVZ Inc first reported a position in Whirlpool in Q4 2024 and held it in 1 quarter.
LVZ Inc's Whirlpool position peaked at $218K in Q4 2024.
531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on LVZ Inc's 13F filing for Q1 2025, filed 22 Apr 2025.