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Mach-1 Financial Group’s Whirlpool WHR Stock Holding History

Mach-1 Financial Group’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
-30
Closed -$3.96M – 347
2023
Q1 		$3.96M Buy
+30
New +$4.27K 0.03% 196
2022
Q4 		– Sell
-30
Closed -$4K – 466
2022
Q3 		$4K Sell
30
-30
-50% -$4.78K ﹤0.01% 297
2022
Q2 		$9K Buy
+60
New +$10.4K 0.01% 258
2022
Q1 		– Sell
-8
Closed -$1K – 327
2021
Q4 		$1K Buy
+8
New +$1.76K ﹤0.01% 234

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mach-1 Financial Group's WHR Position: Q2 2023 in Review

Mach-1 Financial Group sold out of Whirlpool (WHR) in Q2 2023, closing a stake of 30 shares — an estimated $3.96M sold.

Mach-1 Financial Group first reported a position in WHR in Q4 2021 and held it in 4 quarters. The position peaked at $3.96M in Q1 2023. 629 funds tracked by Wall St. Rank hold WHR as of Q2 2023.

  • Mach-1 Financial Group reported no remaining Whirlpool position as of Q2 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 30 Whirlpool shares in Q2 2023, an estimated $3.96M.
  • Mach-1 Financial Group first reported a position in Whirlpool in Q4 2021 and held it in 4 quarters.
  • Mach-1 Financial Group's Whirlpool position peaked at $3.96M in Q1 2023.
  • 629 funds tracked by Wall St. Rank held Whirlpool as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.