Retirement Group’s Whirlpool WHR Stock Holding History

Retirement 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 Q1	$5.26K	Buy	44 +10	+29%	+$1.11K	﹤0.01%	555
2023 Q4	$4.14K	Buy	34 +20	+143%	+$2.33K	﹤0.01%	551
2023 Q3	$1.87K	Hold	14	–	–	﹤0.01%	587
2023 Q2	$2.08K	Hold	14	–	–	﹤0.01%	610
2023 Q1	$2K	Hold	14	–	–	﹤0.01%	612
2022 Q4	$2K	Buy	+14	New	+$1.99K	﹤0.01%	549
2022 Q3	–	Sell	-14	Closed	-$2K	–	814
2022 Q2	$2K	Hold	14	–	–	﹤0.01%	648
2022 Q1	$2K	Hold	14	–	–	﹤0.01%	648
2021 Q4	$3K	Hold	14	–	–	﹤0.01%	594
2021 Q3	$3K	Hold	14	–	–	﹤0.01%	502
2021 Q2	$3K	Hold	14	–	–	﹤0.01%	549
2021 Q1	$3K	Sell	14 -6	-30%	-$1.19K	﹤0.01%	613
2020 Q4	$3K	Buy	+20	New	+$3.83K	﹤0.01%	563
2020 Q3	–	Sell	-20	Closed	-$3K	–	727
2020 Q2	$3K	Buy	+20	New	+$2.29K	﹤0.01%	518

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Retirement Group's WHR Position: Q1 2024 in Review

Retirement Group increased its Whirlpool (WHR) stake by 29% in Q1 2024, buying an estimated $1.11K and bringing the position to 44 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Retirement Group first reported a position in WHR in Q2 2020 and has held it in 14 quarters since. 562 funds tracked by Wall St. Rank hold WHR as of Q1 2024.

Retirement Group held 44 shares of Whirlpool worth $5.26K as of Q1 2024.
Retirement Group bought 10 Whirlpool shares in Q1 2024, an estimated $1.11K.
Whirlpool made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #555 holding.
Retirement Group first reported a position in Whirlpool in Q2 2020 and has held it in 14 quarters since.
562 funds tracked by Wall St. Rank held Whirlpool as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.