Nilsine Partners’s Whirlpool WHR Stock Holding History

Nilsine 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
2023 Q4	–	Sell	-1,596	Closed	-$213K	–	372
2023 Q3	$213K	Buy	1,596 +1	+0.1%	+$141	0.03%	326
2023 Q2	$237K	Sell	1,595 -50	-3%	-$6.87K	0.03%	314
2023 Q1	$217K	Buy	+1,645	New	+$234K	0.03%	325

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

Nilsine Partners's WHR Position: Q4 2023 in Review

Nilsine Partners sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 1,596 shares — an estimated $213K sold.

Nilsine Partners first reported a position in WHR in Q1 2023 and held it in 3 quarters. The position peaked at $237K in Q2 2023. 585 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

Nilsine Partners reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
Nilsine Partners sold 1,596 Whirlpool shares in Q4 2023, an estimated $213K.
Nilsine Partners first reported a position in Whirlpool in Q1 2023 and held it in 3 quarters.
Nilsine Partners's Whirlpool position peaked at $237K in Q2 2023.
585 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Nilsine Partners's 13F filing for Q4 2023, filed 24 Jan 2024.