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Redwood Investment Management’s Whirlpool WHR Stock Holding History

Redwood Investment 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
2024
Q2 		– Sell
-19,672
Closed -$2.35M – 382
2024
Q1 		$2.35M Buy
19,672
+1,533
+8% +$171K 0.22% 91
2023
Q4 		$2.21M Buy
18,139
+3,533
+24% +$412K 0.2% 110
2023
Q3 		$1.95M Buy
14,606
+670
+5% +$94.6K 0.17% 120
2023
Q2 		$2.07M Sell
13,936
-742
-5% -$102K 0.21% 98
2023
Q1 		$1.94M Buy
14,678
+2,128
+17% +$303K 0.21% 106
2022
Q4 		$1.77M Buy
+12,550
New +$1.78M 0.24% 115
2022
Q3 		– Sell
-29,360
Closed -$4.55M – 290
2022
Q2 		$4.55M Buy
29,360
+722
+3% +$126K 0.77% 40
2022
Q1 		$4.95M Buy
28,638
+3,013
+12% +$611K 0.74% 42
2021
Q4 		$6.01M Buy
+25,625
New +$5.63M 0.79% 27
2021
Q1 		– Sell
-3,935
Closed -$710K – 320
2020
Q4 		$710K Sell
3,935
-1,708
-30% -$327K 0.12% 214
2020
Q3 		$1.04M Buy
+5,643
New +$938K 0.26% 87

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Redwood Investment Management's WHR Position: Q2 2024 in Review

Redwood Investment Management sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 19,672 shares — an estimated $2.35M sold.

Redwood Investment Management first reported a position in WHR in Q3 2020 and held it in 11 quarters. The position peaked at $6.01M in Q4 2021. 516 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • Redwood Investment Management reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • Redwood Investment Management sold 19,672 Whirlpool shares in Q2 2024, an estimated $2.35M.
  • Redwood Investment Management first reported a position in Whirlpool in Q3 2020 and held it in 11 quarters.
  • Redwood Investment Management's Whirlpool position peaked at $6.01M in Q4 2021.
  • 516 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on Redwood Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.