S.R. Schill & Associates’s Whirlpool WHR Stock Holding History

S.R. Schill & Associates’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 Q4	–	Sell	-1,603	Closed	-$214K	–	90
2023 Q3	$214K	Buy	+1,603	New	+$226K	0.1%	76

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

S.R. Schill & Associates's WHR Position: Q4 2023 in Review

S.R. Schill & Associates sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 1,603 shares — an estimated $214K sold.

S.R. Schill & Associates first reported a position in WHR in Q3 2023 and held it in 1 quarter. The position peaked at $214K in Q3 2023. 585 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

S.R. Schill & Associates reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
S.R. Schill & Associates sold 1,603 Whirlpool shares in Q4 2023, an estimated $214K.
S.R. Schill & Associates first reported a position in Whirlpool in Q3 2023 and held it in 1 quarter.
S.R. Schill & Associates's Whirlpool position peaked at $214K in Q3 2023.
585 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on S.R. Schill & Associates's 13F filing for Q4 2023, filed 30 Jan 2024.