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Naples Money Management’s Whirlpool WHR Stock Holding History

Naples Money Management’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
Q3 		$6.31K Hold
59
– – 0.01% 216
2024
Q2 		$5.95K Hold
59
– – 0.01% 235
2024
Q1 		$7.06K Hold
59
– – 0.01% 228
2023
Q4 		$7.18K Buy
+59
New +$6.87K 0.01% 235

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Naples Money Management's WHR Position: Q3 2024 in Review

Naples Money Management held its Whirlpool (WHR) position steady in Q3 2024 at 59 shares worth $6.31K. The position accounts for 0.01% of the portfolio, ranked #216.

Naples Money Management first reported a position in WHR in Q4 2023 and has held it in 4 quarters since. The position peaked at $7.18K in Q4 2023. 531 funds tracked by Wall St. Rank hold WHR as of Q3 2024.

  • Naples Money Management held 59 shares of Whirlpool worth $6.31K as of Q3 2024.
  • Naples Money Management left its Whirlpool share count unchanged in Q3 2024.
  • Whirlpool made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #216 holding.
  • Naples Money Management first reported a position in Whirlpool in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Whirlpool position peaked at $7.18K in Q4 2023.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.