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Norris Financial Group’s Whirlpool WHR Stock Holding History

Norris Financial 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
2021
Q1 		– Sell
-3,561
Closed -$643K – 94
2020
Q4 		$643K Buy
3,561
+9
+0.3% +$1.72K 0.51% 39
2020
Q3 		$653K Buy
+3,552
New +$590K 0.55% 41

Other funds holding WHR

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Norris Financial Group's WHR Position: Q1 2021 in Review

Norris Financial Group sold out of Whirlpool (WHR) in Q1 2021, closing a stake of 3,561 shares — an estimated $643K sold.

Norris Financial Group first reported a position in WHR in Q3 2020 and held it in 2 quarters. The position peaked at $653K in Q3 2020. 644 funds tracked by Wall St. Rank hold WHR as of Q1 2021.

  • Norris Financial Group reported no remaining Whirlpool position as of Q1 2021 after selling out during the quarter.
  • Norris Financial Group sold 3,561 Whirlpool shares in Q1 2021, an estimated $643K.
  • Norris Financial Group first reported a position in Whirlpool in Q3 2020 and held it in 2 quarters.
  • Norris Financial Group's Whirlpool position peaked at $653K in Q3 2020.
  • 644 funds tracked by Wall St. Rank held Whirlpool as of Q1 2021.

Based on Norris Financial Group's 13F filing for Q1 2021, filed 20 May 2026.