RW Investment Management’s Whirlpool WHR Stock Holding History

RW 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
2023 Q1	–	Sell	-1,423	Closed	-$201K	–	86
2022 Q4	$201K	Buy	+1,423	New	+$202K	0.08%	80

Other funds holding WHR

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

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

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

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

RW Investment Management's WHR Position: Q1 2023 in Review

RW Investment Management sold out of Whirlpool (WHR) in Q1 2023, closing a stake of 1,423 shares — an estimated $201K sold.

RW Investment Management first reported a position in WHR in Q4 2022 and held it in 1 quarter. The position peaked at $201K in Q4 2022. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2023.

RW Investment Management reported no remaining Whirlpool position as of Q1 2023 after selling out during the quarter.
RW Investment Management sold 1,423 Whirlpool shares in Q1 2023, an estimated $201K.
RW Investment Management first reported a position in Whirlpool in Q4 2022 and held it in 1 quarter.
RW Investment Management's Whirlpool position peaked at $201K in Q4 2022.
623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2023.

Based on RW Investment Management's 13F filing for Q1 2023, filed 6 Jun 2024.