Moody National Bank Trust Division’s Whirlpool WHR Stock Holding History

Moody National Bank Trust Division’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	-1,805	Closed	-$241K	–	646
2023 Q3	$241K	Sell	1,805 -207	-10%	-$29.2K	0.02%	546
2023 Q2	$299K	Buy	2,012 +227	+13%	+$31.2K	0.02%	510
2023 Q1	$236K	Sell	1,785 -9	-0.5%	-$1.28K	0.02%	561
2022 Q4	$254K	Sell	1,794 -144	-7%	-$20.5K	0.02%	523
2022 Q3	$261K	Sell	1,938 -1	-0.1%	-$159	0.03%	509
2022 Q2	$300K	Buy	+1,939	New	+$337K	0.03%	406
2022 Q1	–	Sell	-1,111	Closed	-$261K	–	382
2021 Q4	$261K	Buy	1,111 +112	+11%	+$24.6K	0.01%	339
2021 Q3	$203K	Buy	+999	New	+$219K	﹤0.01%	401
2019 Q2	–	Sell	-122	Closed	-$16K	–	967
2019 Q1	$16K	Hold	122	–	–	﹤0.01%	588
2018 Q4	$13K	Buy	+122	New	+$13.8K	﹤0.01%	577

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

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

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

Moody National Bank Trust Division's WHR Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 1,805 shares — an estimated $241K sold.

Moody National Bank Trust Division first reported a position in WHR in Q4 2018 and held it in 10 quarters. The position peaked at $300K in Q2 2022. 586 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

Moody National Bank Trust Division reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 1,805 Whirlpool shares in Q4 2023, an estimated $241K.
Moody National Bank Trust Division first reported a position in Whirlpool in Q4 2018 and held it in 10 quarters.
Moody National Bank Trust Division's Whirlpool position peaked at $300K in Q2 2022.
586 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.