RGI
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River Global Investors’s Whirlpool WHR Stock Holding History

River Global Investors’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
-10,262
Closed -$1.23M – 188
2024
Q1 		$1.23M Sell
10,262
-116
-1% -$12.9K 0.31% 112
2023
Q4 		$1.26M Buy
10,378
+1,771
+21% +$206K 0.24% 129
2023
Q3 		$1.15M Sell
8,607
-416
-5% -$58.8K 0.27% 114
2023
Q2 		$1.34M Sell
9,023
-120
-1% -$16.5K 0.27% 118
2023
Q1 		$1.21M Buy
9,143
+3,315
+57% +$472K 0.25% 130
2022
Q4 		$825K Buy
5,828
+1,888
+48% +$268K 0.18% 151
2022
Q3 		$531K Buy
3,940
+1,840
+88% +$293K 0.1% 160
2022
Q2 		$324K Buy
+2,100
New +$365K 0.06% 158
2019
Q2 		– Sell
-30,000
Closed -$3.99M – 144
2019
Q1 		$3.99M Buy
30,000
+6,000
+25% +$792K 0.28% 103
2018
Q4 		$2.56M Buy
+24,000
New +$2.72M 0.22% 111

Other funds holding WHR

BlackRock
BlackRock New York $5.7T 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