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Putnam Investments’s Whirlpool WHR Stock Holding History

Putnam Investments’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
Q4 		$273K Buy
2,244
+196
+10% +$22.8K ﹤0.01% 1099
2023
Q3 		$274K Buy
2,048
+36
+2% +$5.08K ﹤0.01% 1087
2023
Q2 		$299K Buy
2,012
+58
+3% +$7.97K ﹤0.01% 1084
2023
Q1 		$258K Buy
1,954
+319
+20% +$45.4K ﹤0.01% 1097
2022
Q4 		$231K Buy
1,635
+123
+8% +$17.5K ﹤0.01% 1100
2022
Q3 		$204K Buy
+1,512
New +$241K ﹤0.01% 1122
2021
Q4 		– Sell
-20,661
Closed -$4.21M – 1206
2021
Q3 		$4.21M Buy
+20,661
New +$4.53M 0.01% 584
2017
Q4 		– Sell
-1,383
Closed -$255K – 1175
2017
Q3 		$255K Sell
1,383
-100
-7% -$17.9K ﹤0.01% 1061
2017
Q2 		$284K Sell
1,483
-173
-10% -$31.6K ﹤0.01% 1036
2017
Q1 		$284K Hold
1,656
– – ﹤0.01% 1179
2016
Q4 		$301K Sell
1,656
-100
-6% -$16.6K ﹤0.01% 1176
2016
Q3 		$285K Sell
1,756
-59,100
-97% -$10.5M ﹤0.01% 1189
2016
Q2 		$10.1M Sell
60,856
-200
-0.3% -$35.3K 0.02% 413
2016
Q1 		$11M Sell
61,056
-61,873
-50% -$9.22M 0.03% 418
2015
Q4 		$18.1M Sell
122,929
-5,100
-4% -$791K 0.04% 326
2015
Q3 		$18.9M Sell
128,029
-128,351
-50% -$21.7M 0.04% 320
2015
Q2 		$44.4M Sell
256,380
-179,451
-41% -$33.7M 0.09% 219
2015
Q1 		$88.1M Sell
435,831
-228,759
-34% -$46.5M 0.18% 124
2014
Q4 		$129M Sell
664,590
-329,599
-33% -$56.6M 0.26% 84
2014
Q3 		$145M Buy
994,189
+148,607
+18% +$22M 0.31% 78
2014
Q2 		$118M Buy
845,582
+255,215
+43% +$37.5M 0.25% 95
2014
Q1 		$88.2M Buy
590,367
+49,407
+9% +$7.15M 0.2% 118
2013
Q4 		$84.9M Buy
540,960
+82,394
+18% +$12.1M 0.2% 124
2013
Q3 		$67.2M Buy
458,566
+393,133
+601% +$52M 0.18% 145
2013
Q2 		$7.48M Buy
+65,433
New +$7.94M 0.02% 509

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Putnam Investments's WHR Position: Q4 2023 in Review

Putnam Investments increased its Whirlpool (WHR) stake by 9.6% in Q4 2023, buying an estimated $22.8K and bringing the position to 2,244 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Putnam Investments first reported a position in WHR in Q2 2013 and has held it in 25 quarters since. The position peaked at $145M in Q3 2014. 585 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

  • Putnam Investments held 2,244 shares of Whirlpool worth $273K as of Q4 2023.
  • Putnam Investments bought 196 Whirlpool shares in Q4 2023, an estimated $22.8K.
  • Whirlpool made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #1099 holding.
  • Putnam Investments first reported a position in Whirlpool in Q2 2013 and has held it in 25 quarters since.
  • Putnam Investments's Whirlpool position peaked at $145M in Q3 2014.
  • 585 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.