SA
WHR icon

Strategic Advisors’s Whirlpool WHR Stock Holding History

Strategic Advisors’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
Q4 		– Sell
-5,800
Closed -$621K – 218
2024
Q3 		$621K Hold
5,800
– – 0.12% 130
2024
Q2 		$593K Sell
5,800
-274
-5% -$26.7K 0.12% 128
2024
Q1 		$727K Buy
6,074
+274
+5% +$30.5K 0.14% 117
2023
Q4 		$706K Sell
5,800
-1,500
-21% -$175K 0.13% 126
2023
Q3 		$976K Hold
7,300
– – 0.19% 100
2023
Q2 		$1.09M Hold
7,300
– – 0.21% 94
2023
Q1 		$964K Buy
7,300
+5,800
+387% +$826K 0.2% 99
2022
Q4 		$212K Hold
1,500
– – 0.05% 174
2022
Q3 		$202K Hold
1,500
– – 0.04% 181
2022
Q2 		$232K Buy
+1,500
New +$261K 0.05% 167

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Strategic Advisors's WHR Position: Q4 2024 in Review

Strategic Advisors sold out of Whirlpool (WHR) in Q4 2024, closing a stake of 5,800 shares — an estimated $621K sold.

Strategic Advisors first reported a position in WHR in Q2 2022 and held it in 10 quarters. The position peaked at $1.09M in Q2 2023. 543 funds tracked by Wall St. Rank hold WHR as of Q4 2024.

  • Strategic Advisors reported no remaining Whirlpool position as of Q4 2024 after selling out during the quarter.
  • Strategic Advisors sold 5,800 Whirlpool shares in Q4 2024, an estimated $621K.
  • Strategic Advisors first reported a position in Whirlpool in Q2 2022 and held it in 10 quarters.
  • Strategic Advisors's Whirlpool position peaked at $1.09M in Q2 2023.
  • 543 funds tracked by Wall St. Rank held Whirlpool as of Q4 2024.

Based on Strategic Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.