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Pinnacle Bancorp’s Whirlpool WHR Stock Holding History

Pinnacle Bancorp’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
2024
Q1 		– Sell
-37
Closed -$4.5K – 841
2023
Q4 		$4.5K Buy
+37
New +$4.31K ﹤0.01% 724
2022
Q4 		– Sell
-91
Closed -$12K – 764
2022
Q3 		$12K Hold
91
– – 0.01% 529
2022
Q2 		$14K Buy
+91
New +$15.8K 0.01% 517
2021
Q4 		– Sell
-100
Closed -$20K – 731
2021
Q3 		$20K Buy
+100
New +$21.9K 0.01% 483
2017
Q1 		$1K Buy
+4
New +$710 ﹤0.01% 620

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $169B AUM 114.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Pinnacle Bancorp's WHR Position: Q1 2024 in Review

Pinnacle Bancorp sold out of Whirlpool (WHR) in Q1 2024, closing a stake of 37 shares — an estimated $4.5K sold.

Pinnacle Bancorp first reported a position in WHR in Q1 2017 and held it in 5 quarters. The position peaked at $20K in Q3 2021. 563 funds tracked by Wall St. Rank hold WHR as of Q1 2024.

  • Pinnacle Bancorp reported no remaining Whirlpool position as of Q1 2024 after selling out during the quarter.
  • Pinnacle Bancorp sold 37 Whirlpool shares in Q1 2024, an estimated $4.5K.
  • Pinnacle Bancorp first reported a position in Whirlpool in Q1 2017 and held it in 5 quarters.
  • Pinnacle Bancorp's Whirlpool position peaked at $20K in Q3 2021.
  • 563 funds tracked by Wall St. Rank held Whirlpool as of Q1 2024.

Based on Pinnacle Bancorp's 13F filing for Q1 2024, filed 16 Apr 2024.