Piershale Financial Group’s Whirlpool WHR Stock Holding History

Piershale Financial 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
2023 Q2	$9.47K	Buy	64 +1	+2%	+$137	0.01%	119
2023 Q1	$8.3K	Buy	63 +1	+2%	+$142	0.01%	124
2022 Q4	$8.78K	Buy	+62	New	+$8.82K	0.01%	121
2016 Q4	–	Sell	-51	Closed	-$8K	–	138
2016 Q3	$8K	Buy	51 +1	+2%	+$177	0.01%	103
2016 Q2	$8K	Hold	50	–	–	0.01%	96
2016 Q1	$9K	Hold	50	–	–	0.01%	87
2015 Q4	$7K	Hold	50	–	–	﹤0.01%	139
2015 Q3	$7K	Buy	+50	New	+$8.46K	0.01%	89
2015 Q2	–	Sell	-49	Closed	-$10K	–	150
2015 Q1	$10K	Buy	+49	New	+$9.95K	0.01%	80

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Piershale Financial Group's WHR Position: Q2 2023 in Review

Piershale Financial Group increased its Whirlpool (WHR) stake by 1.6% in Q2 2023, buying an estimated $137 and bringing the position to 64 shares worth $9.47K. The position accounts for 0.01% of the portfolio, ranked #119.

Piershale Financial Group first reported a position in WHR in Q1 2015 and has held it in 9 quarters since. The position peaked at $10K in Q1 2015. 630 funds tracked by Wall St. Rank hold WHR as of Q2 2023.

Piershale Financial Group held 64 shares of Whirlpool worth $9.47K as of Q2 2023.
Piershale Financial Group bought 1 Whirlpool share in Q2 2023, an estimated $137.
Whirlpool made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #119 holding.
Piershale Financial Group first reported a position in Whirlpool in Q1 2015 and has held it in 9 quarters since.
Piershale Financial Group's Whirlpool position peaked at $10K in Q1 2015.
630 funds tracked by Wall St. Rank held Whirlpool as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.