Machina Capital’s Whirlpool WHR Stock Holding History

Machina Capital’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 Q4	–	Sell	-2,144	Closed	-$287K	–	364
2023 Q3	$287K	Buy	+2,144	New	+$303K	0.16%	210
2023 Q2	–	Sell	-601	Closed	-$79.3K	–	544
2023 Q1	$79.3K	Buy	+601	New	+$85.6K	0.07%	287
2020 Q1	–	Sell	-9,116	Closed	-$1.34M	–	305
2019 Q4	$1.34M	Buy	+9,116	New	+$1.38M	0.53%	46
2019 Q3	–	Sell	-5,604	Closed	-$798K	–	517
2019 Q2	$798K	Buy	5,604 +2,990	+114%	+$401K	0.3%	119
2019 Q1	$347K	Buy	+2,614	New	+$345K	0.14%	198

Other funds holding WHR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

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

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

Boston Partners

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

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

LSV Asset Management

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return