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Quantamental Technologies’s Whirlpool WHR Stock Holding History

Quantamental Technologies’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
-2,384
Closed -$315K – 667
2023
Q1 		$315K Buy
+2,384
New +$340K 0.17% 221
2022
Q2 		– Sell
-2,800
Closed -$484K – 581
2022
Q1 		$484K Buy
2,800
+553
+25% +$112K 0.28% 135
2021
Q4 		$527K Buy
2,247
+3
+0.1% +$659 0.27% 140
2021
Q3 		$457K Buy
+2,244
New +$492K 0.31% 111
2019
Q4 		– Sell
-30
Closed -$5K – 1346
2019
Q3 		$5K Buy
+30
New +$4.31K ﹤0.01% 1390
2019
Q2 		– Sell
-1,476
Closed -$196K – 1843
2019
Q1 		$196K Sell
1,476
-816
-36% -$108K 0.09% 383
2018
Q4 		$245K Buy
+2,292
New +$260K 0.15% 213

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Quantamental Technologies's WHR Position: Q2 2023 in Review

Quantamental Technologies sold out of Whirlpool (WHR) in Q2 2023, closing a stake of 2,384 shares — an estimated $315K sold.

Quantamental Technologies first reported a position in WHR in Q4 2018 and held it in 7 quarters. The position peaked at $527K in Q4 2021. 630 funds tracked by Wall St. Rank hold WHR as of Q2 2023.

  • Quantamental Technologies reported no remaining Whirlpool position as of Q2 2023 after selling out during the quarter.
  • Quantamental Technologies sold 2,384 Whirlpool shares in Q2 2023, an estimated $315K.
  • Quantamental Technologies first reported a position in Whirlpool in Q4 2018 and held it in 7 quarters.
  • Quantamental Technologies's Whirlpool position peaked at $527K in Q4 2021.
  • 630 funds tracked by Wall St. Rank held Whirlpool as of Q2 2023.

Based on Quantamental Technologies's 13F filing for Q2 2023, filed 14 Aug 2023.