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Prairie Sky Financial Group’s Whirlpool WHR Stock Holding History

Prairie Sky 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
2024
Q3 		– Sell
-4,107
Closed -$420K – 86
2024
Q2 		$420K Hold
4,107
– – 0.26% 42
2024
Q1 		$491K Hold
4,107
– – 0.29% 37
2023
Q4 		$500K Hold
4,107
– – 0.33% 34
2023
Q3 		$549K Hold
4,107
– – 0.39% 32
2023
Q2 		$611K Buy
+4,107
New +$564K 0.42% 30

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Prairie Sky Financial Group's WHR Position: Q3 2024 in Review

Prairie Sky Financial Group sold out of Whirlpool (WHR) in Q3 2024, closing a stake of 4,107 shares — an estimated $420K sold.

Prairie Sky Financial Group first reported a position in WHR in Q2 2023 and held it in 5 quarters. The position peaked at $611K in Q2 2023. 531 funds tracked by Wall St. Rank hold WHR as of Q3 2024.

  • Prairie Sky Financial Group reported no remaining Whirlpool position as of Q3 2024 after selling out during the quarter.
  • Prairie Sky Financial Group sold 4,107 Whirlpool shares in Q3 2024, an estimated $420K.
  • Prairie Sky Financial Group first reported a position in Whirlpool in Q2 2023 and held it in 5 quarters.
  • Prairie Sky Financial Group's Whirlpool position peaked at $611K in Q2 2023.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q3 2024.

Based on Prairie Sky Financial Group's 13F filing for Q3 2024, filed 15 Oct 2024.