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Scott & Selber Inc’s Whirlpool WHR Stock Holding History

Scott & Selber Inc’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
Q1 		– Sell
-10,167
Closed -$1.24M – 96
2023
Q4 		$1.24M Sell
10,167
-802
-7% -$93.4K 0.46% 67
2023
Q3 		$1.47M Buy
10,969
+3,776
+52% +$533K 0.61% 54
2023
Q2 		$1.07M Sell
7,193
-50
-0.7% -$6.87K 0.42% 73
2023
Q1 		$956K Buy
+7,243
New +$1.03M 0.41% 81

Other funds holding WHR

BlackRock
BlackRock New York $5.72T 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Scott & Selber Inc's WHR Position: Q1 2024 in Review

Scott & Selber Inc sold out of Whirlpool (WHR) in Q1 2024, closing a stake of 10,167 shares — an estimated $1.24M sold.

Scott & Selber Inc first reported a position in WHR in Q1 2023 and held it in 4 quarters. The position peaked at $1.47M in Q3 2023. 562 funds tracked by Wall St. Rank hold WHR as of Q1 2024.

  • Scott & Selber Inc reported no remaining Whirlpool position as of Q1 2024 after selling out during the quarter.
  • Scott & Selber Inc sold 10,167 Whirlpool shares in Q1 2024, an estimated $1.24M.
  • Scott & Selber Inc first reported a position in Whirlpool in Q1 2023 and held it in 4 quarters.
  • Scott & Selber Inc's Whirlpool position peaked at $1.47M in Q3 2023.
  • 562 funds tracked by Wall St. Rank held Whirlpool as of Q1 2024.

Based on Scott & Selber Inc's 13F filing for Q1 2024, filed 1 May 2024.