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New Potomac Partners’s Whirlpool WHR Stock Holding History

New Potomac Partners’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
-11,895
Closed -$1.42M – 86
2024
Q1 		$1.42M Sell
11,895
-3,855
-24% -$430K 0.79% 46
2023
Q4 		$1.92M Sell
15,750
-425
-3% -$49.5K 1.14% 38
2023
Q3 		$2.16M Sell
16,175
-45
-0.3% -$6.36K 1.49% 29
2023
Q2 		$2.41M Buy
16,220
+1,631
+11% +$224K 1.59% 23
2023
Q1 		$1.93M Buy
14,589
+3
+0% +$427 1.34% 37
2022
Q4 		$2.06M Buy
14,586
+30
+0.2% +$4.27K 1.53% 30
2022
Q3 		$1.96M Buy
14,556
+823
+6% +$131K 1.66% 29
2022
Q2 		$2.13M Hold
13,733
– – 1.71% 27
2022
Q1 		$2.37M Buy
13,733
+45
+0.3% +$9.12K 1.67% 26
2021
Q4 		$3.21M Buy
13,688
+70
+0.5% +$15.4K 2.08% 20
2021
Q3 		$2.78M Sell
13,618
-20
-0.1% -$4.39K 1.92% 24
2021
Q2 		$2.97M Sell
13,638
-188
-1% -$43.8K 2.02% 21
2021
Q1 		$3.05M Sell
13,826
-392
-3% -$77.8K 2.24% 19
2020
Q4 		$2.57M Sell
14,218
-365
-3% -$69.9K 1.86% 21
2020
Q3 		$2.68M Sell
14,583
-1,397
-9% -$232K 2.14% 18
2020
Q2 		$2.07M Buy
15,980
+355
+2% +$40.6K 1.85% 20
2020
Q1 		$1.34M Buy
15,625
+3,470
+29% +$456K 1.47% 33
2019
Q4 		$1.79M Buy
12,155
+5
+0% +$755 1.67% 30
2019
Q3 		$1.92M Sell
12,150
-190
-2% -$27.3K 1.92% 22
2019
Q2 		$1.76M Sell
12,340
-400
-3% -$53.6K 1.78% 25
2019
Q1 		$1.69M Sell
12,740
-455
-3% -$60.1K 1.71% 28
2018
Q4 		$1.41M Buy
+13,195
New +$1.5M 1.52% 35

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 $169B AUM 114.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

New Potomac Partners's WHR Position: Q2 2024 in Review

New Potomac Partners sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 11,895 shares — an estimated $1.42M sold.

New Potomac Partners first reported a position in WHR in Q4 2018 and held it in 22 quarters. The position peaked at $3.21M in Q4 2021. 516 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • New Potomac Partners reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • New Potomac Partners sold 11,895 Whirlpool shares in Q2 2024, an estimated $1.42M.
  • New Potomac Partners first reported a position in Whirlpool in Q4 2018 and held it in 22 quarters.
  • New Potomac Partners's Whirlpool position peaked at $3.21M in Q4 2021.
  • 516 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on New Potomac Partners's 13F filing for Q2 2024, filed 18 Jul 2024.