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Steward Financial Group’s Whirlpool WHR Stock Holding History

Steward Financial Group’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 		$2K Buy
+17
New +$2.4K ﹤0.01% 1063
2022
Q3 		– Sell
-38
Closed -$5K – 1323
2022
Q2 		$5K Buy
+38
New +$6.61K ﹤0.01% 354

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's WHR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Whirlpool (WHR) in Q3 2023: 17 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1063 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WHR as recently as Q2 2022.

Steward Financial Group first reported a position in WHR in Q2 2022 and has held it in 2 quarters since. The position peaked at $5K in Q2 2022. 606 funds tracked by Wall St. Rank hold WHR as of Q3 2023.

  • Steward Financial Group held 17 shares of Whirlpool worth $2K as of Q3 2023.
  • Whirlpool was a new Steward Financial Group position in Q3 2023.
  • Whirlpool made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1063 holding.
  • Steward Financial Group first reported a position in Whirlpool in Q2 2022 and has held it in 2 quarters since.
  • Steward Financial Group's Whirlpool position peaked at $5K in Q2 2022.
  • 606 funds tracked by Wall St. Rank held Whirlpool as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.