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Pacific Global Investment Management’s Whirlpool WHR Stock Holding History

Pacific Global 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
2023
Q2 		– Sell
-3,311
Closed -$437K – 220
2023
Q1 		$437K Hold
3,311
– – 0.1% 148
2022
Q4 		$468K Sell
3,311
-215
-6% -$30.6K 0.1% 143
2022
Q3 		$475K Buy
+3,526
New +$561K 0.12% 133

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacific Global Investment Management's WHR Position: Q2 2023 in Review

Pacific Global Investment Management sold out of Whirlpool (WHR) in Q2 2023, closing a stake of 3,311 shares — an estimated $437K sold.

Pacific Global Investment Management first reported a position in WHR in Q3 2022 and held it in 3 quarters. The position peaked at $475K in Q3 2022. 630 funds tracked by Wall St. Rank hold WHR as of Q2 2023.

  • Pacific Global Investment Management reported no remaining Whirlpool position as of Q2 2023 after selling out during the quarter.
  • Pacific Global Investment Management sold 3,311 Whirlpool shares in Q2 2023, an estimated $437K.
  • Pacific Global Investment Management first reported a position in Whirlpool in Q3 2022 and held it in 3 quarters.
  • Pacific Global Investment Management's Whirlpool position peaked at $475K in Q3 2022.
  • 630 funds tracked by Wall St. Rank held Whirlpool as of Q2 2023.

Based on Pacific Global Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.