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New York Life Investment Management’s Whirlpool WHR Stock Holding History

New York Life Investment 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
Q1 		– Sell
-7,627
Closed -$929K – 1539
2023
Q4 		$929K Sell
7,627
-243
-3% -$28.3K 0.01% 679
2023
Q3 		$1.05M Buy
7,870
+62
+0.8% +$8.76K 0.01% 616
2023
Q2 		$1.16M Sell
7,808
-1,189
-13% -$163K 0.01% 586
2023
Q1 		$1.19M Buy
8,997
+24
+0.3% +$3.42K 0.01% 590
2022
Q4 		$1.27M Buy
8,973
+76
+0.9% +$10.8K 0.01% 594
2022
Q3 		$1.2M Sell
8,897
-231
-3% -$36.8K 0.01% 595
2022
Q2 		$1.41M Buy
+9,128
New +$1.59M 0.02% 573

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

New York Life Investment Management's WHR Position: Q1 2024 in Review

New York Life Investment Management sold out of Whirlpool (WHR) in Q1 2024, closing a stake of 7,627 shares — an estimated $929K sold.

New York Life Investment Management first reported a position in WHR in Q2 2022 and held it in 7 quarters. The position peaked at $1.41M in Q2 2022. 563 funds tracked by Wall St. Rank hold WHR as of Q1 2024.

  • New York Life Investment Management reported no remaining Whirlpool position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 7,627 Whirlpool shares in Q1 2024, an estimated $929K.
  • New York Life Investment Management first reported a position in Whirlpool in Q2 2022 and held it in 7 quarters.
  • New York Life Investment Management's Whirlpool position peaked at $1.41M in Q2 2022.
  • 563 funds tracked by Wall St. Rank held Whirlpool as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.