M Holdings Securities’s Whirlpool WHR Stock Holding History

M Holdings Securities’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 Q2	–	Sell	-1,599	Closed	-$211K	–	459
2023 Q1	$211K	Buy	+1,599	New	+$228K	0.02%	432

Other funds holding WHR

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

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

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

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

M Holdings Securities's WHR Position: Q1 2023 in Review

M Holdings Securities sold out of Whirlpool (WHR) in Q1 2023, closing a stake of 1,931 shares — an estimated $275K sold.

M Holdings Securities first reported a position in WHR in Q1 2021 and held it in 5 quarters. The position peaked at $459K in Q1 2021. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2023.

M Holdings Securities reported no remaining Whirlpool position as of Q1 2023 after selling out during the quarter.
M Holdings Securities sold 1,931 Whirlpool shares in Q1 2023, an estimated $275K.
M Holdings Securities first reported a position in Whirlpool in Q1 2021 and held it in 5 quarters.
M Holdings Securities's Whirlpool position peaked at $459K in Q1 2021.
623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2023.

Based on M Holdings Securities's 13F filing for Q1 2023, filed 16 May 2023.