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Opus Investment Management’s Whirlpool WHR Stock Holding History

Opus 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
2022
Q4 		– Sell
-14,400
Closed -$1.94M – 92
2022
Q3 		$1.94M Hold
14,400
– – 0.45% 70
2022
Q2 		$2.23M Hold
14,400
– – 0.48% 71
2022
Q1 		$2.49M Buy
14,400
+12,400
+620% +$2.51M 0.38% 78
2021
Q4 		$469K Hold
2,000
– – 0.07% 92
2021
Q3 		$408K Sell
2,000
-8,000
-80% -$1.75M 0.06% 92
2021
Q2 		$2.18M Sell
10,000
-2,000
-17% -$466K 0.33% 78
2021
Q1 		$2.64M Hold
12,000
– – 0.39% 75
2020
Q4 		$2.17M Hold
12,000
– – 0.34% 80
2020
Q3 		$2.21M Sell
12,000
-4,200
-26% -$698K 0.42% 66
2020
Q2 		$2.1M Hold
16,200
– – 0.43% 69
2020
Q1 		$1.39M Buy
+16,200
New +$2.13M 0.29% 79

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 $8.66B AUM 17.37% 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

Opus Investment Management's WHR Position: Q4 2022 in Review

Opus Investment Management sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 14,400 shares — an estimated $1.94M sold.

Opus Investment Management first reported a position in WHR in Q1 2020 and held it in 11 quarters. The position peaked at $2.64M in Q1 2021. 618 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Opus Investment Management reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
  • Opus Investment Management sold 14,400 Whirlpool shares in Q4 2022, an estimated $1.94M.
  • Opus Investment Management first reported a position in Whirlpool in Q1 2020 and held it in 11 quarters.
  • Opus Investment Management's Whirlpool position peaked at $2.64M in Q1 2021.
  • 618 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Opus Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.