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Mirabella Financial Services’s Whirlpool WHR Stock Holding History

Mirabella Financial Services’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
2024
Q2 		– Sell
-7,534
Closed -$901K – 716
2024
Q1 		$901K Buy
+7,534
New +$840K 0.07% 199
2023
Q3 		– Sell
-13,132
Closed -$1.95M – 644
2023
Q2 		$1.95M Buy
+13,132
New +$1.8M 0.21% 134
2022
Q4 		– Sell
-2,890
Closed -$398K – 539
2022
Q3 		$398K Sell
2,890
-15,326
-84% -$2.44M 0.04% 188
2022
Q2 		$2.82M Buy
18,216
+15,330
+531% +$2.67M 0.28% 78
2022
Q1 		$499K Buy
2,886
+515
+22% +$104K 0.06% 243
2021
Q4 		$557K Buy
+2,371
New +$521K 0.06% 227
2021
Q3 		– Sell
-2,761
Closed -$602K – 557
2021
Q2 		$602K Buy
+2,761
New +$643K 0.11% 152
2020
Q4 		– Sell
-1,727
Closed -$318K – 498
2020
Q3 		$318K Buy
+1,727
New +$287K 0.04% 200

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mirabella Financial Services's WHR Position: Q2 2024 in Review

Mirabella Financial Services sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 7,534 shares — an estimated $901K sold.

Mirabella Financial Services first reported a position in WHR in Q3 2020 and held it in 8 quarters. The position peaked at $2.82M in Q2 2022. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • Mirabella Financial Services reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 7,534 Whirlpool shares in Q2 2024, an estimated $901K.
  • Mirabella Financial Services first reported a position in Whirlpool in Q3 2020 and held it in 8 quarters.
  • Mirabella Financial Services's Whirlpool position peaked at $2.82M in Q2 2022.
  • 515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.