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NFJ Investment Group’s Whirlpool WHR Stock Holding History

NFJ Investment Group’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
2025
Q1 		– Sell
-90,052
Closed -$10.3M – 303
2024
Q4 		$10.3M Sell
90,052
-7,446
-8% -$822K 0.33% 94
2024
Q3 		$10.4M Sell
97,498
-4,488
-4% -$451K 0.31% 98
2024
Q2 		$10.4M Sell
101,986
-2,813
-3% -$274K 0.32% 94
2024
Q1 		$12.5M Sell
104,799
-2,608
-2% -$291K 0.34% 83
2023
Q4 		$13.1M Buy
107,407
+14,480
+16% +$1.69M 0.36% 79
2023
Q3 		$12.4M Sell
92,927
-2,778
-3% -$392K 0.36% 80
2023
Q2 		$14.2M Sell
95,705
-10,886
-10% -$1.5M 0.38% 76
2023
Q1 		$14.1M Buy
106,591
+36,050
+51% +$5.13M 0.38% 83
2022
Q4 		$9.98M Sell
70,541
-4,005
-5% -$569K 0.26% 126
2022
Q3 		$10.1M Buy
74,546
+10,425
+16% +$1.66M 0.26% 137
2022
Q2 		$9.93M Sell
64,121
-443
-0.7% -$77K 0.24% 132
2022
Q1 		$11.2M Buy
64,564
+36,396
+129% +$7.38M 0.23% 148
2021
Q4 		$6.61M Sell
28,168
-2,403
-8% -$528K 0.12% 189
2021
Q3 		$6.23M Sell
30,571
-514
-2% -$113K 0.12% 186
2021
Q2 		$6.78M Sell
31,085
-32,355
-51% -$7.54M 0.13% 189
2021
Q1 		$14M Buy
+63,440
New +$12.6M 0.28% 114

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NFJ Investment Group's WHR Position: Q1 2025 in Review

NFJ Investment Group sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 90,052 shares — an estimated $10.3M sold.

NFJ Investment Group first reported a position in WHR in Q1 2021 and held it in 16 quarters. The position peaked at $14.2M in Q2 2023. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • NFJ Investment Group reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • NFJ Investment Group sold 90,052 Whirlpool shares in Q1 2025, an estimated $10.3M.
  • NFJ Investment Group first reported a position in Whirlpool in Q1 2021 and held it in 16 quarters.
  • NFJ Investment Group's Whirlpool position peaked at $14.2M in Q2 2023.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on NFJ Investment Group's 13F filing for Q1 2025, filed 15 May 2025.