OLVIG
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Oliver Lagore Vanvalin Investment Group’s Whirlpool WHR Stock Holding History

Oliver Lagore Vanvalin 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
2022
Q4 		– Sell
-4
Closed -$1K – 776
2022
Q3 		$1K Hold
4
– – ﹤0.01% 621
2022
Q2 		$1K Buy
+4
New +$696 ﹤0.01% 601

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's WHR Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 4 shares — an estimated $1K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in WHR in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 617 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 4 Whirlpool shares in Q4 2022, an estimated $1K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Whirlpool in Q2 2022 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Whirlpool position peaked at $1K in Q3 2022.
  • 617 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.