PFO
WHR icon

Pathstone Family Office’s Whirlpool WHR Stock Holding History

Pathstone Family Office’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
Q3 		$461K Buy
+3,372
New +$476K ﹤0.01% 1074
2023
Q1 		– Sell
-3,727
Closed -$540K – 1531
2022
Q4 		$540K Sell
3,727
-3,860
-51% -$549K ﹤0.01% 1059
2022
Q3 		$1.04M Buy
+7,587
New +$1.21M 0.01% 712
2021
Q1 		– Sell
-12
Closed -$2K – 1367
2020
Q4 		$2K Sell
12
-106
-90% -$20.3K ﹤0.01% 1055
2020
Q3 		$22K Buy
+118
New +$19.6K ﹤0.01% 466
2019
Q3 		– Sell
-2,700
Closed -$384K – 722
2019
Q2 		$384K Hold
2,700
– – 0.05% 146
2019
Q1 		$358K Buy
+2,700
New +$357K 0.05% 137
2017
Q3 		– Sell
-1,325
Closed -$254K – 345
2017
Q2 		$254K Sell
1,325
-50
-4% -$9.15K 0.11% 81
2017
Q1 		$236K Sell
1,375
-19
-1% -$3.37K 0.13% 84
2016
Q4 		$253K Buy
+1,394
New +$231K 0.16% 73

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return