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Prelude Capital Management’s Whirlpool WHR Stock Holding History

Prelude 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
2019
Q1 		– Sell
-6,900
Closed -$737K – 2228
2018
Q4 		$737K Sell
6,900
-5,400
-44% -$613K 0.05% 376
2018
Q3 		$1.46M Buy
+12,300
New +$1.63M 0.08% 264

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prelude Capital Management's WHR Position: Q4 2022 in Review

Prelude Capital Management sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 1,589 shares — an estimated $214K sold.

Prelude Capital Management first reported a position in WHR in Q4 2013 and held it in 12 quarters. The position peaked at $607K in Q2 2020. 618 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Prelude Capital Management reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
  • Prelude Capital Management sold 1,589 Whirlpool shares in Q4 2022, an estimated $214K.
  • Prelude Capital Management first reported a position in Whirlpool in Q4 2013 and held it in 12 quarters.
  • Prelude Capital Management's Whirlpool position peaked at $607K in Q2 2020.
  • 618 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Prelude Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.