Pointe Capital Management’s Whirlpool WHR Stock Holding History

Pointe Capital 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	-23	Closed	-$3.04K	–	389
2023 Q1	$3.04K	Buy	+23	New	+$3.28K	﹤0.01%	363

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 $6.07B AUM 11.2% 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

Pointe Capital Management's WHR Position: Q2 2023 in Review

Pointe Capital Management sold out of Whirlpool (WHR) in Q2 2023, closing a stake of 23 shares — an estimated $3.04K sold.

Pointe Capital Management first reported a position in WHR in Q1 2023 and held it in 1 quarter. The position peaked at $3.04K in Q1 2023. 629 funds tracked by Wall St. Rank hold WHR as of Q2 2023.

Pointe Capital Management reported no remaining Whirlpool position as of Q2 2023 after selling out during the quarter.
Pointe Capital Management sold 23 Whirlpool shares in Q2 2023, an estimated $3.04K.
Pointe Capital Management first reported a position in Whirlpool in Q1 2023 and held it in 1 quarter.
Pointe Capital Management's Whirlpool position peaked at $3.04K in Q1 2023.
629 funds tracked by Wall St. Rank held Whirlpool as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.