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SAM
Scopus Asset Management’s
Whirlpool
WHR
Stock Holding History
Scopus Asset 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
Q3
–
Hold
0
–
–
–
293
2023
Q2
–
Hold
0
–
–
–
328
2016
Q1
–
Sell
-75,000
Closed
-$11M
–
244
2015
Q4
$11M
Buy
+75,000
New
+$11.6M
0.39%
73
2015
Q3
–
Sell
-146,200
Closed
-$25.3M
–
239
2015
Q2
$25.3M
Buy
+146,200
New
+$27.5M
0.6%
68
2015
Q1
–
Sell
-140,000
Closed
-$27.1M
–
261
2014
Q4
$27.1M
Sell
140,000
-3,868
-3%
-$664K
0.83%
44
2014
Q3
$21M
Buy
+143,868
New
+$21.3M
0.65%
60
2013
Q3
–
Sell
-37,600
Closed
-$4.3M
–
226
2013
Q2
$4.3M
Buy
+37,600
New
+$4.56M
0.12%
117
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
GA
Greenhaven Associates
Purchase, New York
$6.07B AUM
11.2%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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