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Ritholtz Wealth Management’s Whirlpool WHR Stock Holding History

Ritholtz Wealth 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
2022
Q4 		– Sell
-1,777
Closed -$240K – 747
2022
Q3 		$240K Sell
1,777
-828
-32% -$132K 0.01% 613
2022
Q2 		$404K Buy
2,605
+484
+23% +$84.2K 0.03% 364
2022
Q1 		$366K Buy
2,121
+710
+50% +$144K 0.02% 373
2021
Q4 		$331K Buy
1,411
+308
+28% +$67.6K 0.02% 390
2021
Q3 		$225K Buy
1,103
+2
+0.2% +$439 0.02% 439
2021
Q2 		$240K Hold
1,101
– – 0.02% 414
2021
Q1 		$243K Sell
1,101
-247
-18% -$49K 0.02% 364
2020
Q4 		$243K Buy
1,348
+128
+10% +$24.5K 0.02% 298
2020
Q3 		$224K Buy
+1,220
New +$203K 0.03% 254

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 $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
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

Ritholtz Wealth Management's WHR Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 1,777 shares — an estimated $240K sold.

Ritholtz Wealth Management first reported a position in WHR in Q3 2020 and held it in 9 quarters. The position peaked at $404K in Q2 2022. 617 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 1,777 Whirlpool shares in Q4 2022, an estimated $240K.
  • Ritholtz Wealth Management first reported a position in Whirlpool in Q3 2020 and held it in 9 quarters.
  • Ritholtz Wealth Management's Whirlpool position peaked at $404K in Q2 2022.
  • 617 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.