PP
WHR icon

Paloma Partners’s Whirlpool WHR Stock Holding History

Paloma 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
2018
Q2 		– Sell
-2,700
Closed -$413K – 2274
2018
Q1 		$413K Sell
2,700
-20,600
-88% -$3.44M 0.01% 1475
2017
Q4 		$3.93M Sell
23,300
-6,100
-21% -$1.03M 0.05% 365
2017
Q3 		$5.42M Buy
29,400
+10,100
+52% +$1.81M 0.07% 265
2017
Q2 		$3.7M Sell
19,300
-45,400
-70% -$8.3M 0.04% 425
2017
Q1 		$11.1M Buy
64,700
+44,700
+224% +$7.94M 0.13% 109
2016
Q4 		$3.63M Buy
20,000
+12,000
+150% +$1.99M 0.04% 377
2016
Q3 		$1.3M Hold
8,000
– – 0.02% 822
2016
Q2 		$1.33M Sell
8,000
-30,000
-79% -$5.29M 0.01% 964
2016
Q1 		$6.85M Buy
+38,000
New +$5.66M 0.11% 118

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Paloma Partners's WHR Position: Q2 2024 in Review

Paloma Partners sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 15,443 shares — an estimated $1.85M sold.

Paloma Partners first reported a position in WHR in Q2 2013 and held it in 26 quarters. The position peaked at $4.82M in Q2 2017. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • Paloma Partners reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • Paloma Partners sold 15,443 Whirlpool shares in Q2 2024, an estimated $1.85M.
  • Paloma Partners first reported a position in Whirlpool in Q2 2013 and held it in 26 quarters.
  • Paloma Partners's Whirlpool position peaked at $4.82M in Q2 2017.
  • 515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on Paloma Partners's 13F filing for Q2 2024, filed 14 Aug 2024.