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Matthew Hamilton Rosenberg’s Whirlpool WHR Stock Holding History

Matthew Hamilton Rosenberg’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
-44
Closed -$5.04K – 833
2024
Q4 		$5.04K Hold
44
– – ﹤0.01% 694
2024
Q3 		$4.71K Hold
44
– – ﹤0.01% 699
2024
Q2 		$4.44K Hold
44
– – ﹤0.01% 672
2024
Q1 		$5.25K Hold
44
– – ﹤0.01% 694
2023
Q4 		$5.36K Buy
+44
New +$5.13K ﹤0.01% 692
2023
Q2 		– Sell
-382
Closed -$50.4K – 1006
2023
Q1 		$50.4K Hold
382
– – 0.02% 460
2022
Q4 		$54K Hold
382
– – 0.02% 442
2022
Q3 		$51K Hold
382
– – 0.02% 434
2022
Q2 		$60K Buy
+382
New +$66.4K 0.02% 408

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

Matthew Hamilton Rosenberg's WHR Position: Q1 2025 in Review

Matthew Hamilton Rosenberg sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 44 shares — an estimated $5.04K sold.

Matthew Hamilton Rosenberg first reported a position in WHR in Q2 2022 and held it in 9 quarters. The position peaked at $60K in Q2 2022. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Matthew Hamilton Rosenberg reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 44 Whirlpool shares in Q1 2025, an estimated $5.04K.
  • Matthew Hamilton Rosenberg first reported a position in Whirlpool in Q2 2022 and held it in 9 quarters.
  • Matthew Hamilton Rosenberg's Whirlpool position peaked at $60K in Q2 2022.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2025, filed 28 Apr 2025.